Portfolio Review Automation

Transform a quarterly client review from a 4-hour manual process into a 5-minute AI-assisted workflow.

The Problem

Relationship Managers spend 3–4 hours per client preparing quarterly portfolio reviews:

Download CAS statements from 4–6 AMCs
Manually enter holdings into Excel
Calculate returns, allocation, and risk metrics
Create PowerPoint slides
Write narrative commentary
Review for errors and compliance

Cost: 4 hours × ₹5,000/hour = ₹20,000 per review Scale: 50 clients × 4 reviews/year = 800 hours = ₹40L annually

The Sentinel Solution

Step 1: Upload (30 seconds)

Drag and drop CAS statements into Sentinel. Nexus auto-classifies and extracts holdings.

Step 2: AI Analysis (2 minutes)

Sentinel computes:

Asset allocation vs benchmark
Fund overlap matrix
Sharpe ratio, VaR, max drawdown
Sector and geographic concentration
Historical performance trend

Step 3: Narrative Generation (1 minute)

LLM generates plain-language commentary:

“Your equity allocation increased 4% this quarter, primarily due to mid-cap fund appreciation. Concentration in IT sector is now 22%, above your 20% threshold. Consider rebalancing into debt or international equity.”

Step 4: Export & Present (1 minute)

Download branded PDF report. Present to client with citations and source documents.

ROI

Metric	Before	After	Savings
Time per review	4 hours	5 minutes	99%
Cost per review	₹20,000	₹200	99%
Reviews per RM/month	3	20	6×
Error rate	5%	<0.5%	10×

Key Capabilities

Testimonial

“What used to take my team half a day now happens before I finish my morning coffee. The reports are more accurate, and clients love the real-time citations.” — CIO, Multi-Family Office (₹2,400Cr AUM)