MUMBAI, India, July 13 -- Intellectual Property India has published a patent application (202611040452 A) filed by Galgotias University on March 31, 2026, for Ai-Powered Portfolio Rebalancing Decision Support System For Investment Management.

Inventor includes Dr. Seema Thakur.

The application for the patent was published on July 10, 2026, under issue no. 28/2026.

Abstract: The present invention discloses an AI-powered portfolio rebalancing decision support system for investment management. The system integrates real-time market data, investor constraints, and machine learning algorithms to generate optimized and explainable rebalancing recommendations. It comprises modules for data ingestion, drift analysis, AI-based scenario generation, validation, user interaction, and trade execution. The invention utilizes ensemble models including transformer networks and reinforcement learning to produce multiple rebalancing strategies while minimizing costs and risks. An interactive interface enables users to evaluate and customize recommendations, ensuring transparency and adaptability. The system improves portfolio performance, reduces transaction costs, and enhances decision-making efficiency, particularly in dynamic and volatile market environments.

Disclaimer: Curated by HT Syndication.