MProfit Says AI Can Tame India's $4.5 Trillion Family Office Data Sprawl
Updated
Updated · Hubbis · Sep 8
MProfit Says AI Can Tame India's $4.5 Trillion Family Office Data Sprawl
3 articles · Updated · Hubbis · Sep 8
Summary
India’s expanding family-office market is pushing advisers toward AI as portfolios spread across PMS, AIFs, private markets, listed securities and other holdings with separate reporting formats.
Agarwal argued automation can absorb reporting, reconciliation and basic analytics, letting advisers focus on investment decisions, governance, estate planning and succession instead of manual dashboard work.
Bajaj Finance offered his proof point at scale: AI processed 20 million customer calls in Q3 FY2026, generated 100,000 offers and supported about INR 1,600 crore of loan disbursements.
Younger family decision-makers increasingly want on-demand answers in seconds rather than static statements and spreadsheets, raising pressure on wealth firms to deliver interactive consolidated portfolio views.
MProfit’s AI Connector, updated in July 2026, lets users send authorised portfolio data to third-party AI tools, but the firm says outputs still require independent verification before decisions.