AI financial assistant for NRIs
Delivered engagement. Coralsoft designed and built this product end to end; figures below retain their evidence level.

What was in place before we started.
A production AI financial assistant for Non-Resident Indians navigating NRE/NRO banking, FEMA rules, tax-treaty questions, mutual funds and long-term planning — built as a full-stack platform with a streaming chatbot, RAG knowledge pipeline, personalisation, task tracking, billing and admin.
Anar is a production AI financial assistant created for Non-Resident Indians who need clearer guidance across cross-border financial decisions. The platform supports users dealing with NRE/NRO banking, FEMA-related questions, tax-treaty considerations, mutual funds, and long-term investment planning — providing a conversational interface that delivers contextual answers and turns recommendations into practical next steps.
The client needed a scalable AI product that could support complex financial conversations while remaining secure, fast, and production-grade. The challenge was unifying multiple product layers into one coherent system: a streaming AI chatbot, a retrieval-augmented knowledge base, user personalisation, task tracking, onboarding, billing, and admin workflows — on a data architecture with protected user access, vector search, and headroom to grow as the corpus and user base expand.
The platform handles sensitive cross-border financial data — NRE/NRO accounts, FEMA rules, tax-treaty implications — so every product surface had to ship with Row-Level Security, personalisation, and audit-grade access control from day one, not as a hardening pass later.
- Timeline
- 6 months reconstructed
- Team
- 5 people reconstructed
- Budget
- $25k – $35k reconstructed
- Platforms
- 2
Each constraint, and what we did about it.
Outcome, with the source of every figure.
How the system fits together.




How it was sequenced.
Discovery & architecture
Real-time conversational assistant for complex cross-border financial questions, returning contextual answers grounded in retrieved knowledge — not generic LLM output.
- Streaming AI chatbot
Core build
GPT-4o connected to a structured financial knowledge base via pgvector cosine similarity search — every answer is anchored to retrievable, citable source material.
- RAG knowledge pipeline
Integrations & data
User context (residency, life stage, account types, investment goals) is woven into retrieval and prompting so recommendations are relevant to each individual situation rather than generic.
- Personalisation layer
Hardening & QA
AI-generated recommendations are converted into concrete action items the user can work through over time — bridging the gap between financial advice and real-world execution.
- Task tracker
Launch & handover
Internal management layer for platform operations, knowledge-base content, user-related workflows and onboarding configuration — content updates ship without engineering involvement.
- Operator admin panel
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Every case study is a Coralsoft delivery story, with the evidence behind each figure kept visible.


