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AiPhen - Solution Challenge - Project Submission

AIPhen is a GenAI-based financial assistant designed to enhance financial literacy among Indian investors through a web platform. It offers personalized education via conversational AI, structured product discovery, and real-time data, while prioritizing user privacy and avoiding direct investment advice. The solution aims to bridge the gap between curiosity and clarity for new and intermediate investors, with plans for future enhancements like voice queries and mobile app development.

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bgtcm.rushang
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44 views13 pages

AiPhen - Solution Challenge - Project Submission

AIPhen is a GenAI-based financial assistant designed to enhance financial literacy among Indian investors through a web platform. It offers personalized education via conversational AI, structured product discovery, and real-time data, while prioritizing user privacy and avoiding direct investment advice. The solution aims to bridge the gap between curiosity and clarity for new and intermediate investors, with plans for future enhancements like voice queries and mobile app development.

Uploaded by

bgtcm.rushang
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Team Details

a. Team name: Codewarts


b. Team leader name: Atharv Donadkar
c. Problem Statement: GenAI-Powered Financial Assistant for Better
Investing Decision
Brief about your solution

AIPhen - GenAI-Based Financial Assistant is a web-based platform aimed at enhancing financial literacy
among Indian investors. The solution leverages the power of Generative AI to simplify complex investment
concepts and assist users in exploring various financial products.
Key highlights of the solution:

• Conversational AI for personalized financial education.


• Structured product discovery through filters and real-time data.
• Interactive dashboard with trending topics and FAQs.
• Secure user authentication with email/password and OTP options.
• Data privacy controls and user-centric preferences.

This platform serves as a bridge between curiosity and clarity for both new and intermediate investors,
offering a safe and educational environment without providing direct investment advice.
Opportunities

How is it different from existing ideas?


• Most financial platforms in India focus on trading or investment execution, not education.
• Unlike others, AIPhen does not offer direct investment advice, making it safer for first-time users.
• Combines Generative AI, educational YouTube videos, and real-time financial data in one unified
platform.
• Offers structured discovery tools (filters/sorting), which many platforms overlook.

How Does It Solve the Problem?


• Simplifies finance jargon with AI-powered Q&A and visual explanations.
• Interactive learning improves retention and engagement.
• Users can explore investment products confidently using real-time data from Google Finance API.
• Tracks preferences and previous interactions for personalized guidance.

Unique Selling Proposition (USP)


• A GenAI-powered educational platform tailored for Indian investors.
• Focus on learning before investing, not pushing products.
• Combines AI chat, video content, and data-driven tools in one seamless interface.
• Privacy-first approach: No advisory bias, no forced product sales.
List of features offered by the solution
1. User Authentication 4. Investment Product Discovery
• Email & Password login system • Advanced filters & sorting options
• Optional OTP verification for added security • Real-time data powered by Google
Finance API
2. Interactive Dashboard
• Displays trending financial topics 5. User Profile & Preferences
• Quick access to FAQs and AI-powered Q&A • Stores personal financial inputs for tailored
content
3. AI-Powered Financial Education • History of past AI interactions
• Conversational AI answers financial queries
• Responses include text, charts, tables, visuals 6. Settings & Data Management
• Educational-only (no investment advice) • Manage account details
• Option to delete data (privacy-focused)
Process flow diagram or Use-case diagram
Architecture diagram of the proposed solution
Technologies to be used in the solution
Frontend
• React.js – For building fast, interactive user interfaces
• Tailwind CSS – For clean, responsive, and modern UI design

Backend
• Node.js + Express.js – For handling APIs and server-side logic

Database
• MongoDB / PostgreSQL – To store user data and preferences

Authentication
• JWT (JSON Web Tokens) – Secure token-based authentication
• OTP Verification – Optional for added login security

API Integration
• Google Finance API – For real-time investment product data
Technologies to be used in the solution

Hosting
• Vercel – For hosting the frontend
• AWS – For backend deployment

Additional Integrations
• Project Built on IDX (Integrated Developer Experience)
Enables smooth deployment, scalable development, and better CI/CD workflows.

• Gemini API Integration (Planned)


For advanced GenAI capabilities like:
• Context-aware financial explanations
• Natural language understanding
• Multi-modal responses (text + visuals)
Total Estimated Cost: ₹3,700 – ₹7,200/month (for MVP stage)
Costs may scale based on user traffic, storage, and API usage.

Estimated implementation cost (optional)


Component Estimated Cost (INR) Details

Frontend Hosting (Vercel) ₹0 Free tier sufficient for MVP

Based on usage (compute +


Backend Hosting (AWS) ₹500 – ₹1,000/month
storage)

Domain Name Registration ₹700 – ₹1,200/year Custom domain for branding

Database (MongoDB
₹0 – ₹1,000/month Free tier or basic paid tier
Atlas/PostgreSQL)

Email/OTP Authentication
₹1,000/month (approx.) Depends on number of users
(e.g. Firebase/Twilio)
Currently free access for basic
Google Finance API ₹0
use
Gemini API (if used
₹1,500 – ₹3,000/month Depending on token usage
extensively)
Snapshots of the MVP
Additional Details/Future Development (if any)

1. Voice-based Queries: Enhance accessibility with voice input.

2. Gemini Pro API: Integrate for richer, context-aware responses.

3. IDX CI/CD Pipeline: Streamline deployment and testing.

4. Multi-language Support: Expand to regional languages.

5. Gamified Learning: Add quizzes and badges for engagement.

6. Portfolio Simulation: Enable mock investment experience.

7. Mobile App: Develop lightweight Android/iOS versions.


Provide links to your:

1. GitHub Public Repository: https://github.com/A1THARV/AIPhen

2. Demo Video Link (3 Minutes):


https://drive.google.com/file/d/1Gkt0wDkGY9hl68jiR-
SbfNJAELqfBYqp/view?usp=sharing

3. MVP Link: http://aiphen.atrv.tech

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