AI-Driven Investment Platform Savart Aims For Rs 10k Cr AUM

Savart, founded in 2019 and headquartered in Hyderabad, is a leading AI-powered asset management company revolutionizing investment advisory in India. With its advanced investment research AI, APART, Savart delivers unparalleled insights and personalized portfolios, across stocks, mutual funds, ETFs, and bonds, tailored to each investor’s risk profile and financial goals.

In an exclusive interview to Bizz Buzz, Sankarsh Chanda, Founder & CEO of Savart, an AI-powered Asset Management Company, based out of Hyderabad, said APART AI processes trillions of computations in real-time, analyzing data from over 4,000 sources and 2,000 parameters to ensure data-driven, unbiased investment decisions. He said in the last five years, Savart has outperformed benchmarks, delivering alpha worth Rs 400 crore over Nifty50 with a 25.64 per cent CAGR. Serving over Rs 4,000 crore in advised assets, Savart is trusted by a diverse clientele, with 75 per cent being first- time investors.

Chanda said Savart’s offerings include the Ad Astra Fund, a bespoke Portfolio Management Service, and Savart One, a personalized financial planning solution. Focused on long-term wealth creation, Savart is committed to empowering India's investors with innovative and accessible financial solutions

AI-driven investment platforms are gaining traction in India. What are the key trends shaping the future of AI in wealth management, and how do you see it evolving in the next five years?  

AI-driven investment platforms in India are evolving rapidly, driven by hyper-personalization, predictive analytics, and advanced risk management. The next five years will witness significant advancements in deep learning, alternative data analytics, and natural language processing (NLP), enabling AI to refine investment strategies with real-time insights from financial reports, social sentiment, and macroeconomic trends. Generative AI will enhance investor interactions, making AI-powered advisory more intuitive and accessible. Hybrid models, where AI-driven insights complement human expertise, will gain traction to bridge trust gaps. As AI continues to learn and evolve, wealth management will transition from static portfolio allocation to dynamic, real-time investment optimization, providing smarter and more resilient strategies.

With increasing SEBI scrutiny on AI-driven financial models, what are the best practices investment platforms should adopt to ensure compliance, transparency, and investor confidence?  

While we think that investors must only trust SEBI Registered advisors, the duty to safeguard investors’ interest is equally that of the advisors. Even with the advent of AI, investment platforms must make sure of the following:

Regulatory Alignment: Continuously update AI models to adhere to SEBI’s evolving framework for robo-advisory and algorithmic trading.

Ethical AI Practices: Prevent AI-driven models from market manipulation or high-frequency trading strategies that risk regulatory penalties.

Third-Party Audits: Conduct independent evaluations to validate AI model performance and ensure compliance.

Investor Protection: Establish AI-assisted, human-led grievance redressal systems for investor concerns.

Many retail investors in India are still new to AI-driven wealth management. What are some effective strategies platforms can use to build trust and improve financial literacy among first-time investors?  

While improving financial literacy among first-time investors is a continuous and long-going process, it is important for tech-first platforms to be accessible, transparent, and personalized for retail investors. The first step is to simplify AI-driven wealth management by providing clear, jargon-free explanations of how AI makes investment recommendations, ensuring investors understand why a particular asset is suggested. Secondly, building trust is essential, which can be achieved through a hybrid approach. At Savart, we follow an AI-powered, human-led model, ensuring that technology-driven insights are supported by human expertise.

By focusing on education, transparency, and personalized experiences, AI-driven wealth platforms can bridge the trust gap and empower India’s growing base of first-time retail investors.

Market volatility remains a key concern for investors. How can AI and data analytics help in making investment decisions more resilient to sudden market fluctuations?  

The biggest advantage of AI-backed, logical investing is its ability to prevent panic-driven decisions during market turbulence. AI continuously analyzes sentiment, economic indicators, and historical data to detect early warning signs. Through dynamic asset allocation, AI ensures portfolios adjust to risk levels in real time, mitigating downside exposure. Just like Savart’s APART AI, sophisticated models rebalance portfolios proactively rather than reactively. While AI cannot eliminate volatility, it transforms it into an opportunity, helping investors stay ahead instead of reacting.

Savart aims to scale its AUM to Rs10,000-12,000 crore. What key strategies will drive this expansion, and how do you differentiate from other AI-driven investment platforms?  

India’s investment landscape is fragmented, with broking apps, trading platforms, and banking distributors dominating the space. However, most players specialize in a single asset class, leaving a gap in holistic, long-term investment advisory. Savart bridges this gap by offering comprehensive investment strategies across stocks, mutual funds, ETFs, and bonds, aligning portfolios with individual risk profiles. Unlike platforms prioritizing transactions, Savart focuses on long-term wealth creation for investors.

Our key differentiation strategies include: 1. Own Product over Distribution: APART AI does core investment research in India, USA & Canada securities market, and can deliver products such as the Ad Astra Fund – Savart’s bespoke Portfolio Management Service for mass affluents and HNIs, and Portfolio-on-Demand for retail investors. 2. Rapid Evolution: APART AI is not providing automation, rather it provides autonomy. It doesn’t give out data, it gives insights.

The self-learning and self-evolving capability of APART AI sets it apart from the other players in the market.

Your AI engine, APART, has helped generate Rs 400 crore in alpha over Nifty50. What makes it unique compared to other AI-powered investment platforms, and how does it adapt to evolving market conditions?  

Many AI models globally focus solely on quantitative analysis, but true investment intelligence requires balancing quantitative and qualitative research—which is what APART AI brings to the table. Beyond Numbers: APART AI integrates qualitative insights by analyzing leadership integrity & corporate governance, regulatory shifts & geopolitical developments, market sentiment from financial reports & news.

Qualitative + Quantitative Edge: APART AI incorporates QUANT (quantitative research) and IRIS (qualitative intelligence), ensuring investment decisions consider both financial metrics and fundamental business insights. This holistic approach enables APART AI to identify visionary companies, rather than just financially strong ones.

With Rs 40 crore in planned fundraising, what will be Savart’s primary focus areas—technology development, market expansion, or customer acquisition?  

Savart’s major focus would be on customer acquisition and expansion of the managed asset products, structure wise & geography wise. We have already invested into technology significantly and well placed to handle the imminent growth. Given that we have been focused on our AI capability building since inception, we have gained a significant edge in the capital market – AI led research practices. We will continue to invest and focus on this aspect as well.

Beyond equities, mutual funds, ETFs, and bonds, are there plans to introduce new asset classes or innovative investment products to diversify Savart’s offerings?  

Absolutely. Last year, Savart launched Ad Astra Fund, the world’s first autonomous AI-powered PMS, and Savart One, our wealth management service providing one-on-one financial planning. This year, new offerings include:

Stock Research Reports: Real-time AI-driven analysis of stocks and mutual funds, available directly via the Savart app.

IPO Advisory: As retail investor participation in IPOs grows, we are launching AI-powered IPO guidance to enhance decision-making.

Every new offering aligns with our core principle: Wealth creation with capital protection. The goal is to equip investors with the right insights at the right time.

Looking ahead, what are Savart’s long-term growth plans? Do you foresee an IPO, global expansion, or strategic partnerships playing a role in your roadmap?

Absolutely. Our ultimate vision is to scale Savart to the level of BlackRock, building a comprehensive investing ecosystem—from portfolio advisory to exchanges. We are technologists at the core, and with AI-driven innovation, we aim to disrupt wealth management on a global scale. Key focus areas include:

Global Expansion: Our near-future plans involve scaling Savart’s AI-driven investing to international markets.

Enterprise Solutions: We are building Savart’s enterprise vertical to provide APART AI-powered solutions to industry players.

Our mission is simple: To make investing smarter, more intuitive, and universally accessible. We’ll continue to innovate and expand to make this mission happen.