Morningstar Investment Conference India 2026
Vikram Srinivasan on AI for relationship managers: answers drawn from a firm's own files, with a citation behind every one.
- Date
- Venue
- Jio World Convention CentreMumbai, India
- Speaker
Vikram SrinivasanCo-founder and CEO, Needl.ai- Organiser
- Morningstar
From documents to decisions
AI for relationship managers, across research, markets and client files.
India has more than 10 crore (100 million) people investing and just over a thousand SEBI registered investment advisers. No firm can hire its way out of a gap that size. The session follows a relationship manager through the working day, and shows how AI that reads a firm's own files and cites every answer gives that time back to clients.
What the session covers
- Why most AI tools stop being used after the pilot.
- What SEBI's January 2025 guidelines mean on the desk: the adviser is solely responsible for advice built on AI output.
- Why an answer has to cite the page it came from, and what an agent looks like when it reads your own files instead of the internet.
Speaker
Vikram Srinivasan
Co-founder and CEO, Needl.ai
PhD, UC San Diego. Formerly assistant professor at NUS, a director at Bell Labs in India and director of data engineering at Target.
Vikram Srinivasan on LinkedIn (opens in a new tab)
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