From Data to Decisions: How AI is Rewriting the Future of Financial Planning

Artificial intelligence is beginning to reshape how investors think about risk, portfolios, and long-term financial goals. But while machines can process vast amounts of data, the role of human judgment remains just as critical, especially in volatile markets and complex cross-border investments.

In this episode of Digital Dialogues, we speak with Harsh Gahlaut, Co-founder & CEO, FinEdge, to explore how AI is transforming financial planning—from dynamic risk profiling and goal-based investing to navigating global taxation, compliance, and regulatory realities.

The conversation examines a central question for the modern investor: Can intelligent systems make financial decision-making more proactive, personalized, and globally aware?

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Disclaimer: The views expressed in this feature video are of the speaker. This is not meant to be an advisory to purchase or invest in products, services or solutions of a particular type or, those promoted and sold by a particular company, their legal subsidiary in India or their channel partners. No warranty or any other liability is either expressed or implied.
Reproduction or Copying in part or whole is not permitted unless approved by author.

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