Jarvis
  • CATEGORIES
    • Equity Market
    • Investing Basics
    • Interesting Read
    • AI for investing
    • Trending Stock Market News: Quick Reads
    • Portfolio Management
    • Newsletter
  • I AM A
    • Beginner
    • Intermediate
  • Home
  • Products
    • Jarvis Portfolio
    • Jarvis Protect
    • Jarvis OneStock
  • FAQs
  • About Us
  • Contact Us
  • Become a Partner
No Result
View All Result
Jarvis
  • CATEGORIES
    • Equity Market
    • Investing Basics
    • Interesting Read
    • AI for investing
    • Trending Stock Market News: Quick Reads
    • Portfolio Management
    • Newsletter
  • I AM A
    • Beginner
    • Intermediate
  • Home
  • Products
    • Jarvis Portfolio
    • Jarvis Protect
    • Jarvis OneStock
  • FAQs
  • About Us
  • Contact Us
  • Become a Partner
No Result
View All Result
Jarvis
No Result
View All Result
Home AI for investing

How does AI have an edge over traditional advisors for equity investment?

by Sumit Chanda
December 14, 2022
in AI for investing
Reading Time: 5 mins read
A A
0
Stock Market Investment Shot, 27th December 2022

Stock Market Investment Shot, 27th December 2022

Share on FacebookShare on Twitter

Until recently, investors looking for assistance with their equity investments went to traditional advisors. It made a lot of sense, as most investors had more or less similar financial goals. However, human preferences have changed in the last few years, and traditional advisors may not be the best equity advisors in India now. 

Today, everyone is using technology in every sphere of life. It has made life super-easy – in most areas for us. The use of technology makes us super efficient. The question is – if technology can also help us make money from the equity market, why should we not use it? Let us look at the advantages of AI over traditional advisors for equity investment.

A model portfolio by traditional advisors is no longer a solution

A model portfolio is a diversified group of assets designed to achieve a specific return. It has a certain risk associated with it. Over the years, traditional advisors have created a model portfolio and sold it to every client for their equity investment.

Today, however, each investor’s financial requirements are unique. Everyone has unique requirements – some want to retire at 60, while others plan to retire at 45. So a model portfolio is no longer an ideal solution. Personalization is the key today. 

Platforms like YouTube and Facebook have become really popular in recent years because they give you personalized content. If you like watching funny videos on YouTube, you will find similar videos in the suggestion list.

If the content you want to consume is personalized, why not your equity portfolio? It is possible now with an AI-driven platform. AI platforms have an edge over traditional advisors. Let us look at them in detail.

How is AI better than traditional advisors?

Below are some limitations of traditional advisors and how AI overcomes them:

Traditional advisors can handle a limited number of cases

If your job requires you to meet people daily, you know that you can manage only a certain number in a day and a month. Similarly, traditional advisors can only handle a limited number of clients – if they are to create a personalized portfolio. To serve more clients, they design a model portfolio, which we discussed above, is not a great option in today’s time. On the other hand, AI can create a personalized portfolio for 10, 100, or 1000 investors in a day. Scalability is beyond imagination.

Human brain can only process limited information

Traditional advisors can scan only limited information before sharing information on a stock or creating your portfolio. The probability is high that they miss important information, which may lead to losses. With AI, that is not possible, as AI scans millions of data points before suggesting a stock to you. For example, Jarvis scans 12 million data points to create your personalized portfolio, which lowers the chances of going wrong. For the same reason, using AI for stock trading is becoming popular. Traders can now increase their accuracy using AI tools as they can analyze more data in less time.

Stock investment requires continuous monitoring

Assume that advisors create a personalized portfolio for you with the best stocks. You have 20 companies in your portfolio now. However, having quality stocks in a portfolio is not enough for long-term wealth creation. The best equity advisory in India is about continuously monitoring the portfolio, as Indian investors are not financially advanced to do it on their own – they need hand-holding. For traditional advisors, it is impossible to track everything as so much happens around stocks in a given quarter – results, management commentary, brokerage firm rating, audit report updates, and media coverage. An AI-based system, on the other hand, can monitor stocks in your portfolio 24 hours a day, seven days a week, and significantly reduce the risks.

Conclusion

The number one reason equity investment has never been the primary choice of investors in India is that it is risky, and Indian investors are unequipped to manage the risk. Yes, we always had advisors, but as mentioned above, they had their own limitations. Investment advisory firms charge hefty fees, which makes the services unaffordable for most.

Now, using AI for stock trading and investing is possible and pocket-friendly. Every investor can register on the Jarvis platform and start their equity investment journey. Jarvis is one of the most reasonable ways to invest in the equity market today.

Sumit Chanda

Sumit Chanda

Sumit has 18 years of experience in BFSI industry, into devising strategy for various functions, Investments and Managing Asset Portfolios. Specializes in Strategy & implementation in sales & operations, Team management, IT implementation, Affiliations.

Related Posts

Monsoon Impact on Markets: Which Sectors to Watch?

by Sumit Chanda
July 11, 2025
0
5.2k

The southwest monsoon in India provides a natural economic stimulant. It delivers 75% of the yearly rainfall to farms, replenishes...

Illustration of bullish and bearish market trends with digital bull and bear icons standing on stacked gold coins, promoting 6 multibagger stocks that surged in 2025. "Is your portfolio still in 2022?" – Jarvis AI

These 6 Multibagger Stocks Exploded in 2025 — Is Your Portfolio Still in 2022?

by Sumit Chanda
June 26, 2025
0
5.3k

In 2025, six multibagger stocks delivered explosive returns—while many investors were still stuck with outdated portfolios. Are you missing the...

Jarvis Invest blog - ‘Liquidity or Inflation? RBI Policy June 2025’ reflecting monetary policy focus

Liquidity or Inflation? RBI Policy June 2025

by Sumit Chanda
June 6, 2025
0
11

On June 6, 2025, the Reserve Bank of India took a bold step to revive economic momentum by slashing both...

Gold vs Stocks: Where should indians invest for better returns?

Gold vs Stocks: Where should Indians invest for better returns?

by Sumit Chanda
May 30, 2025
0
5.3k

As the world’s investment landscape shifts, investors often face the dilemma of where to park their funds for optimal returns....

NRI Investment Plan in India

How can NRIs invest Rs 50 lakh in India?

by Sumit Chanda
May 23, 2025
0
5.3k

When it comes to investment in India, Non-resident Indians (NRIs) are always skeptical about where to invest their hard-earned money....

Top 5 best growth stocks in India and sectors to watch in 2025

Top 5 Best Growth Stocks in India & Sectors to Watch in 2025

by Sumit Chanda
May 8, 2025
0
5.5k

You see the market correction in late 2024 and early 2025 was driven by weak economic data, corporate earnings misses,...

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

  • Equity Market
  • Investing Basics
  • AI for investing
  • Trending Stock Market News: Quick Reads
  • Interesting Read
  • Financial Planning
  • Portfolio Management
  • Newsletter
Connect with us: customersupport@jarvisinvest.com

© 2023 Jarvis Invest

No Result
View All Result
  • CATEGORIES
    • Equity Market
    • Investing Basics
    • Interesting Read
    • AI for investing
    • Trending Stock Market News: Quick Reads
    • Portfolio Management
    • Newsletter
  • I AM A
    • Beginner
    • Intermediate
  • Home
  • Products
    • Jarvis Portfolio
    • Jarvis Protect
    • Jarvis OneStock
  • FAQs
  • About Us
  • Contact Us
  • Become a Partner

© 2023 Jarvis Invest

Go to mobile version