ItemConference Paper

Enhancing Investment Advisory with Machine Learning for a New Era in Financial Services

Title
Enhancing Investment Advisory with Machine Learning for a New Era in Financial Services
Creator
Kafila; Wale, Swati Khanderao; Jain Jacob, M.; Sidhu, Kawerinder Singh; Kulshrestha, Nitin; Dhoke, Satish Manikrao
Description
The current financial service environment, where the volatility of markets and the need to offer flexible solutions is growing, is starting to challenge the traditional investment advisory models. This paper implements a new framework, which incorporates the most advanced methods of machine learning, to make investment advising a process driven by real data. This is unlike the current models which are overly dependent on historical trends or fixed risk profiles, our system allows us to use real time behavior analytics, sentiment analysis and dynamic portfolio optimization to give hyper personalized investment recommendations. The framework feeds the ensemble learning, attention-based neural networks, explainable AI (XAI) to make sure the transparency, regulatory, and investor trust. The innovation in particular is based on the constant interaction between client and adjustment of the model in terms of a ready and sensitive advisory intervention. The study will not only improve the relevance and precision of financial advice, but will with its informed automation of advisor-client relationship led to a redefinition of the advisor-client relationship. The insights guide to a world of advisory services where ML and machine learning complement strategic decision-making with unheard levels of specificity and individuality. 2025 IEEE.
Source
Proceedings - 2025 IEEE 1st International Conference on Smart Innovations in Systems, Infrastructure, Mechanical, Power, AI and Computing Technologies, SISIMPACT 2025;pp.217-222
Date
01-01-2025
Publisher
Institute of Electrical and Electronics Engineers Inc.
Subject
Explainable AI (XAI); Financial services; Investment advisory; Machine learning; Personalized finance
Coverage
Kafila, School of Business, SR University, Telangana, Warangal, India; Wale S.K., Shree Ramchandra College of Engineering Lonikand, Artificial Intelligence and Data Science, Pune, India; Jain Jacob M., SRM Institute of Science and Technology, Faculty of Management (MBA), Tamilnadu, India; Sidhu K.S., Uttaranchal Institute of Management, Uttaranchal University, Uttarakhand, Dehradun, India; Kulshrestha N., Christ Deemed to Be University, India; Dhoke S.M., Moreshwar Arts Science and Commerce College, Department of Commerce, Maharashtra, India
Rights
Restricted Access; Hardcopy may be available in the library
Relation
ISBN: 979-833155787-4;
Format
online
Language
English
Type
Conference paper

Citation

Kafila; Wale, Swati Khanderao; Jain Jacob, M.; Sidhu, Kawerinder Singh; Kulshrestha, Nitin; Dhoke, Satish Manikrao, “Enhancing Investment Advisory with Machine Learning for a New Era in Financial Services,” CHRIST (Deemed To Be University) Institutional Repository, accessed June 17, 2026, https://archives.christuniversity.in/items/show/26206.

Output Formats