Services — Wealth Management, IB Build-out & AI Agents | DVSSPL
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Financial Services, Reimagined
with AI at the Core

We don't consult from the sidelines. We embed alongside your team, drawing on 25 years of lived experience inside international banks, and deliver production-grade AI systems — fast.

Wealth Management → IB Build-out → AI Agents → Forward Deployment → Consultancy →

Wealth Management Technology

We build end-to-end AI-native wealth platforms for financial institutions targeting mass affluent and HNI segments. Our flagship product ndriya underpins this service — but every engagement is shaped to your specific regulatory environment, client base, and technology landscape.

From agentic advisory and goal-based planning to portfolio rebalancing and client reporting, we deliver production-ready systems with the speed of a startup and the rigour of a tier-1 institution.

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What We Deliver
Agentic Advisory Platform
Goal-based financial planning with AI agents that guide clients through risk profiling, goal-setting, and portfolio construction.
Portfolio Management Engine
Automated rebalancing, tax-loss harvesting, and drift management with full audit trails for compliance.
Client Portal & Reporting
White-labeled client-facing interfaces with real-time reporting, scenario modelling, and document management.
Regulatory Compliance Layer
SEBI, RBI, and AMFI regulatory guardrails built into the advisory and reporting workflows from day one — designed for the Indian market.
For
Wealth Management Firms · Private Banks · RIAs · Neo-wealth Platforms
Powered by
ndriya · ndriya.com
What We Deliver
Investment Research Portal
AI-augmented research platforms with analyst tools, distribution workflows, and client-facing delivery — built for speed and compliance.
Market & Trade Surveillance
Real-time and end-of-day pattern detection, alert management, and case management systems for trading compliance teams.
eComms Surveillance
Electronic communications monitoring across email, chat, and voice — with AI-driven lexicon management and alert triage.
Trade Affirmation & Confirmation
Straight-through processing for post-trade workflows, reducing settlement risk and operational overhead.
Trading Platform Components
Order management, execution, and risk modules — modern, API-first, cloud-native architecture.
For
Investment Banks · Tier-1 & Tier-2 · Compliance Teams · Trading Desks · Prime Brokers

Investment Banking Product Build-out

We've built these systems from the inside — research portals, surveillance platforms, trade affirmation engines, and trading infrastructure. We know the edge cases, the regulatory pressures, and the data challenges before you brief us.

With AI embedded from the ground up — not bolted on afterwards — we deliver systems that are faster, cheaper to run, and more adaptive than legacy builds.

"We don't just know what these systems should do. We know what they do when they fail — and we design around those failure modes from day one."

— DVSSPL Founders
Discuss Your Build

AI Agents for Financial Services

Financial services runs on knowledge work — compliance review, client onboarding, research synthesis, advisory, and operations. These are exactly the functions AI agents can augment or automate, when they are domain-trained and regulation-aware.

We design, build, and deploy bespoke AI digital staff tailored to your specific workflows, your data, and your regulatory environment. Production-ready in weeks.

Design Your Agent
Agent Types We Build
Compliance & Surveillance Agents
Automated review of trading activity, communications, and transactions. Triages alerts, escalates cases, and maintains audit logs.
Client Onboarding Agent
Guides prospects through KYC, documentation, risk assessment, and account setup — reducing onboarding time from weeks to hours.
Investment Research Agent
Synthesises market data, filings, and news into structured research briefs. Supports analyst workflows without replacing analyst judgement.
Advisory & Relationship Agent
Supports relationship managers with client preparation, portfolio review summaries, and next-best-action recommendations.
Deployment
Cloud · On-premise · Hybrid
Timeline
Production-ready in 4–8 weeks

Forward Deployment Engineering

We embed directly within your team — on-site, in your environment, working alongside your developers, product owners, and compliance leads to build and ship production systems. Not a remote consultancy. Not a statement of work. A hands-on engineering presence.

Forward deployment is how we deliver the hardest builds — where domain complexity, data sensitivity, and regulatory constraints mean a distributed team simply cannot move fast enough. We go to where the problem lives.

"The hardest financial systems problems are solved in the room, not on a call. We send the people who can actually build it."

— DVSSPL Founders
Request Embedded Team
What We Deliver
Embedded Engineering Team
2–4 senior engineers on-site at your location, fully integrated into your sprint cadence and tooling.
Direct Stakeholder Access
Daily stand-ups with your product owners, compliance leads, and technical architects — no lag, no handoffs.
In-Environment Development
We build inside your infrastructure, your data, your security perimeter — so nothing gets lost in translation at handover.
Knowledge Transfer
Structured handover to your internal team — documentation, training, and a phased exit so capability stays with you.
For
Banks · Insurers · Asset Managers · FinTech Scale-ups
Engagement
4–26 week on-site programmes
What We Deliver
AI Strategy & Roadmap
Practical AI adoption strategy tailored to your institution's risk appetite, regulatory environment, and technology maturity.
Architecture Review & Design
Technical architecture assessment and design for AI-native financial systems — from data pipelines to agent orchestration.
Digital Transformation Advisory
Transformation roadmaps grounded in operational reality — not theoretical frameworks. Built by people who've executed these changes from inside.
RegTech & Compliance Guidance
Navigating SEBI, RBI, IRDAI, and global regulatory requirements in AI-augmented financial operations — with deep expertise in Indian financial markets.
Build vs. Buy Analysis
Vendor evaluation and make-or-buy decisions grounded in 25 years of seeing what actually gets used — and what gets shelfed.
For
CDOs · CTOs · Transformation Leads · Board-level Sponsors

Consultancy

Strategic advisory for financial institutions navigating AI adoption, digital transformation, and technology modernisation. We bring 25 years of lived experience inside the systems you're trying to change — not frameworks assembled from the outside looking in.

Our consultancy always leads to execution. We don't hand you a deck and walk away. Every engagement is designed to have a clear next step — whether that's a proof of concept, a build, or a forward deployment.

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From First Conversation to Live System

01

Discovery

We map your current state, target outcomes, data landscape, and regulatory constraints. No assumptions, no templates.

02

Architecture

We design the system architecture, data flows, agent interactions, and integration points. Reviewed with your technical and business leads.

03

Build & Iterate

Agile delivery with weekly demos. We use S.JEEVES internally to keep delivery tight and blockers visible.

04

Launch & Evolve

We go live, then stay involved. AI systems need to evolve with your data and regulatory landscape — we support that journey.

Ready to build?

No sales pitch. A direct conversation with the founders who will actually design and build your system.

Book a Founders Call ← Back to Home

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