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Financial services

AI agents for wealth and investment firms

Content checks, fee limits, website disclosures and a client portal.

Research analysts, investment advisers and portfolio managers carry personal registration risk. xAgents check every post and message for banned claims, track fees against the regulator's limits, watch your website disclosures and keep your compliance calendar.

Start free with this bundle →Talk to sales
Content CheckerFee DeskPrivacy ScanReg WatchPolicy AgentKYC AgentSupport AgentCollections AgentAI Visibility
Problem 1
Risky content

One Telegram post with an assured return claim can cost the registration.

Problem 2
Fee limits

Per family caps and advance fee periods are easy to breach.

Problem 3
Monthly duties

Complaints data, disclosures and audits arrive on fixed dates.

The bundle

9 agents that fit how wealth and investment firms work

Content CheckerCheck ads, posts and messages before they go out.xComply · every planFee DeskSubscriber fees, renewals and SEBI fee limits, watched for you.xFinance · every planPrivacy ScanCheck your website for privacy and security basics.xComply · every planReg WatchKnow which rules apply to you and when they start.xComply · every planPolicy AgentCheck your privacy policy against India and GCC data laws.xComply · every planKYC AgentCheck customer documents in seconds, decide in one click.xFinance · every planSupport AgentAnswers customers from your own documents. Hands off when unsure.xService · every planCollections AgentGet paid on time without awkward calls.xFinance · every planAI VisibilityCheck whether AI assistants can find, read and cite your website.xGrowth · every plan
Live demo

Try the agents for wealth and investment firms

Input · try your own
Agent output
Run the agent to see real output. These are the same engines your team uses inside xAgents.
Workflows
Before every post
  1. 1Paste the post or message
  2. 2Banned claims and missing disclosures flagged
  3. 3Safer wording suggested
  4. 4Publish the clean version
Subscriber renewals
  1. 1Add subscribers and plans
  2. 2Fee Desk checks caps and advance periods
  3. 3Renewal reminders drafted
  4. 4Subscribers see invoices in their portal
Rules covered
India

Digital Personal Data Protection Act, 2023 and Digital Personal Data Protection Rules, 2025; CERT-In Directions of 28 April 2022 under Section 70B(6) of the IT Act, 2000

Key dates and deadlines →SEBI Research Analyst

SEBI (Research Analysts) Regulations, 2014, as amended (consolidated up to 10 October 2026, including the Third Amendment Regulations 2024 in force from 16 December 2024, the Second Amendment Regulations 2025 in force from 25 November 2025 and the Amendment Regulations 2026 in force from 9 November 2026), read with the Master Circular for Research Analysts dated 6 February 2026 (HO/38/12/11(1)2026-MIRSD-POD/I/4360/2026) and later circulars.

Key dates and deadlines →SEBI Investment Adviser

SEBI (Investment Advisers) Regulations, 2013, as amended (consolidated up to 25 November 2025, including the Second Amendment Regulations 2024 in force from 16 December 2024 and the Second Amendment Regulations 2025 in force from 25 November 2025), read with the Master Circular for Investment Advisers dated 6 February 2026 (HO/38/12/11(2)2026-MIRSD-POD/I/4300/2026) and later circulars.

Key dates and deadlines →
Custom agents

Built for your workflow by XDQ Labs

  • Research report publishing workflow
  • Telegram and WhatsApp channel monitor
Talk to XDQ Labs ↗
FAQ
Which SEBI rules are covered?

The research analyst and investment adviser master circulars of February 2026, including fee limits, advertisement rules, website disclosures and the compliance calendar.

Is there a portal for my subscribers?

Yes. Subscribers log in to see their plan, payments and reports.