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Agentic AI solution for fixed income, credit and portfolio analysis
Harmoney is an agentic AI solution for fixed income research, portfolio optimization, and credit analysis for buy-side and wealth managers. We not only make financial analysis faster and cost-effective but also unlock things that could not be done manually before.
Harmoney offers autonomous AI agents designed to support fixed income research, analysis and decision making across investment workflows. It emphasizes workflow automation, real-time report generation and enterprise-grade security for financial teams.
Harmoney provides agentic AI infrastructure that executes typical investment workflows, automates report generation, and issues alerts across portfolio management, analytics and research. The platform enables users to gather data, perform analyses, generate tools and reports in real time, with client-side data integration and secure APIs/SFTP pipelines for automated data ingestion. It emphasizes zero data retention, encryption, ISO 27001 compliance and dedicated relationship management for each client.
Who it’s for: Portfolio managers, analysts, wealth advisors, treasurers and issuers in asset management, wealth management, hedge funds, mutual funds, and family offices.
mentions of enterprise-grade security, dedicated relationship managers, and pilot/demo access indicate early traction with enterprise clients
I have been working at the intersection of financial services and technology for more than 8 years, first as a quant at Goldman Sachs and then in the core team at a lending startup Paysense (acquired for $185 Mn by Payu). I love finding problems in financial systems and figuring out solutions to improve them. I am a silver medalist from IIT Bombay.
I enjoy solving problems from a data and technology perspective. Before Harmoney, I built portfolio management solutions using tech at Goldman Sachs and data-driven trading strategies at a $2 Bn hedge fund. I am a computer science grad from IIT Bombay.
After graduation, I have spent the last eight years of my career in Corporate Finance and Wealth Management. I enjoy learning about and solving financial problems. I predominantly look after business development at Harmoney.
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