MUMBAI, India, Jan. 9 -- Intellectual Property India has published a patent application (202511115924 A) filed by IIMT College of Engineering, Greater Noida, Uttar Pradesh, on Nov. 24, 2025, for 'automated artificial intelligence-based robo-advisory system and method for personalized financial planning.'
Inventor(s) include Dr. Rakesh Verma.
The application for the patent was published on Jan. 9, under issue no. 02/2026.
According to the abstract released by the Intellectual Property India: "A system (100) and method (200) for automated robo-advisory are disclosed. The system includes a user data acquisition module (102) for gathering financial inputs, an AI-driven portfolio analysis engine (104) for evaluating user-specific financial parameters, a recommendation generator (106) for creating personalized investment portfolios, and an advisory delivery interface (108) for communicating insights to users. The method (200) includes acquiring financial information (202), analysing portfolio requirements (204), generating tailored recommendations (206), and delivering guidance via digital channels (208). The disclosure enables low-cost, data-driven investment management with minimal human intervention."
Disclaimer: Curated by HT Syndication.
