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How AI is changing wealth management — and what it can't do

Where LLMs add real value in financial planning, where they fall short, and how the role of a human advisor is changing.

PlanMyCashflows Research 15 March 2026 10 min
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AI is dramatically lowering the cost of basic financial planning — what used to cost ₹50k from a planner can now be approximated in 60 seconds. But there are sharp limits to what LLMs can and should do in financial advice. Try the AI Wealth Planner →

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Practical wealth notes for Indian and global investors — what compounds, what doesn't, and what to do about it.

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PlanMyCashflows Research

The research desk at PlanMyCashflows. Writes about wealth management, PMS and AIF for Indian and global investors.

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This article is for educational purposes only and does not constitute investment, legal, or tax advice. Please consult a SEBI-registered investment adviser before making investment decisions.
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