AI Wealth-Tech Master
Go from investing fundamentals to launching a working AI-powered fintech app with risk profiling, fund and stock research, and portfolio planning. No coding required.
About the Course
A structured 4 weekends program across 8 modules.
You learn how mutual funds and stocks work, how to profile an investor's risk, and how to use AI tools to build and run a real fintech application. You work on three projects, each module builds on the previous one, and a demo day with industry judges is included.
- Fintech and wealth-tech fundamentals: mutual funds, stocks, NAV, SIP, expense ratio, risk-return
- Risk profiling: tolerance, capacity, time horizon and behavioural biases
- Building apps with AI app builders, from a written spec to a working product, with no coding
- Financial data analysis: returns, CAGR, Sharpe ratio, P/E, ROE
- Testing AI outputs: spotting hallucinations, checking calculations, red-teaming
- Compliance and responsible AI: SEBI basics, data privacy, suitability
Your Instructor
Mentors who build and hire in the industry
AVP
IIT Roorkee
What You'll Build
3 hands-on projects
- 1AI Risk Profiler: Questionnaire app that scores risk tolerance, capacity and time horizon, then assigns a Conservative, Moderate or Aggressive profile with a plain-language explanation
- 2Fund and Stock Explorer with AI Research Assistant: Searchable, filterable funds and stocks with charts, plus an AI chat that explains factsheets, summarizes documents and compares two funds, with source references
- 3Portfolio and Goal Planner (Capstone): SIP, step-up SIP and goal calculators with sample allocation by risk profile, combined with projects 1 and 2 into one app with guardrails, presented on demo day
Course outcomes
Outcomes that translate to better roles and real impact
- Fintech Product Manager
- Wealth Management Analyst
- Investment Research Associate
- Business Analyst (BFSI)
- Fintech Startup Founder
Curriculum
8 modules · Your learning path from start to finish
Why Us?
Expert faculty from IIT & MAANG
Learn from top 1% engineers actively building products & startups
Placement Support
Exclusive resume reviews, mock interviews and 1000+ hiring & referral partners
1:1 Expert Sessions
Connect with a personal mentor to get a customised roadmap and regular reviews
Project-Based Learning
Learn by building with hands-on experience that sparks real problem-solving
100% Live Classes
Live interactive classes that challenge, engage, and transform you
Fast Doubt Support
Get quick, personalized help to understand concepts clearly and keep progressing
