Singapore · wealth management · applied AI

Aditya A Sahasrabuddhe

Portfolio construction · Equity research- public & private · AI systems — Singapore

NUS — MSc Management

HEC Paris — Summer School Program

Portfolio construction. Equity research. AI systems. One desk.

Four years of buy-side experience in Singapore wealth management. A decade covering Indian equity markets & trading. Eighteen months building the infrastructure that connects institutional portfolio practice with applied AI.

The wealth management stack is being rewritten. I build at both layers.

About

At LUMIQ, I work across the institutional portfolio lifecycle — from market research and fund selection to asset allocation and portfolio construction. I also lead the AI Sandbox, where we prototype and stress-test wealth dashboards, fund analytics platforms, and AI agents before production deployment. My broader work spans model portfolio construction for institutional and HNI clients, multi-factor fund research and ranking, equity and macro coverage across Indian and Singapore markets, and the AI tooling that supports advisor-facing investment workflows. Mandates have included an EU digital bank serving 1M+ retail investors, family offices across Singapore and India, and private investors. Earlier roles covered equity research published by a US middle-market investment bank, M&A advisory on $10–50M transactions, and economic research at EY.

Selected track record

Across LUMIQ and prior buy-side and advisory roles.

20+

Model portfolios live with EU digital bank · 1M+ retail investors

$4M

AUM across 5 India model portfolios

$10–25M

Avg AUA across 8+ family office mandates

2,500+

Funds screened monthly · proprietary multi-factor model

2–6%

Benchmark outperformance across multi-asset portfolios

10+

Equity research reports authored across sectors

15+

Macro and market research notes delivered

10+

AI workflows packaged and ready to replicate

Featured

CIO

The CIO cockpit

4-agent stack. Daily brief in Slack at 7:30am. Runs 24/7 on a Mac mini.

A four-agent stack with two frontends — a morning brief in Slack and a live CIO dashboard reading off the same SQLite, so there's no sync drift. Sub-agents extract holdings, macro signals, and curated headlines; the orchestrator handles synthesis, because that's where the actual judgment happens. Tracks three family accounts with live price refresh, idle cash, VC allocations, and FY-level realised P&L. Built over a weekend.

View architecture and workflow

Read the full article on LinkedIn

The four agents

Fundamental analyst

Thesis updates on the top 25 holdings — conviction call, horizon, and what would change the view.

Macro / risk scanner

Portfolio-level concentration (HHI), exposure, and live macro pulled via web search.

News scanner

Curated headlines mapped to holdings, with CIO-style interpretation — not just a feed dump.

Orchestrator

Synthesises sub-agent outputs into recommendation cards and the morning brief that lands in Slack.

Daily LLM spend

$1.10

Agents

Frontends

Slack + cockpit

Updates

Auto · 24/7

In development — v2 multi-tenant cockpit for family offices, sovereign wealth desks, and individual PMs. Bring your own holdings, brokerage, and Slack.

Products & platforms shipped

RegimeCompass

regimecompass.com ↗

Market regime engine for Indian equity.

HMM-driven regime detection over moving-average signals on years of daily Nifty and Sensex OHLC. Reads the market as a risk-on or risk-off snapshot, classifies the prevailing regime, and refreshes daily — with a backtest layer validating each call against forward returns. Free retail dashboard at the front end, structured for B2B licensing into RIA platforms, robo-advisors, and family office cockpits at the back.

Regime engine

HMM + MA

Market snapshot

Risk on / off

Updates

Daily + backtest

Open to — B2B API licensing pilots with RIAs, robo-advisors, and family office desks.

TradersEdge

tradequantlabs.com ↗

Trading performance analytics for active traders.

A detailed, personalised report on how you actually trade — broker-agnostic and multi-asset, covering F&O, equity, commodity, and forex. The Python pipeline ingests any broker's tradebook, handles split-fill aggregation and FIFO position matching, then evaluates the book across 30+ behavioural and performance criteria to surface where the edge is and where it leaks. Brand line: “Know your edge. Trade it.”

Output

Detailed report

Asset classes

F&O · Eq · Comm · Fx

Evaluation

30+ criteria

StartupIndi

startupindi.com ↗

Government scheme finder for Indian founders and MSMEs.

Next.js 14 App Router with full SSG, JSON-LD structured data, dynamic Open Graph imagery, and an automated sitemap pipeline. Quiz-driven matching across 54 government schemes mapped to four founder, MSME, NRI, and advisor archetypes. Built SEO-first for organic discovery — every scheme page is its own indexed entity.

Schemes indexed

Audience clusters

SEO structure

JSON-LD

Performance attribution terminal

Institutional comparison dashboard for sovereign wealth and asset managers.

Single-screen institutional terminal comparing listed and unlisted holdings against global benchmarks. Layered analytics across market risk (Beta, Alpha, Correlation, Tracking Error, Information Ratio), fundamentals (ROE, peer set), and forensic accounting (Beneish, Altman, Piotroski). DCF + sensitivity engine on top. Built originally as a sovereign wealth case study, productisable for asset manager and family office desks.

Performance metrics

Forensic models

Use case

SWF · AM

Productisable — generalising the terminal into a configurable benchmarking layer for institutional allocators.

Portfolio health score

Three-pillar composite scoring for retail portfolios.

Composite portfolio score built on three independent pillars — volatility, HHI diversification, and Sortino. Outputs mapped to three investor archetypes (Guardian, Strategist, Trailblazer) to drive actionable nudges over academic scoring. Designed with conscious avoidance of past-performance-heavy metrics, so the score holds up across asset classes and market regimes.

Composite pillars

Investor archetypes

Output frame

Nudges

Open to — methodology licensing for advisor platforms and digital wealth products.

Trove International

Strategic advisory across three verticals.

Advisory firm operating across three verticals — strategic advisory, government engagement, and portfolio solutions for global enterprises and institutional investors entering India. Leadership bench spans policy, sustainability, and global investment specialists. Engagements include market-entry facilitation, public-private partnership structuring, and India allocation advisory for offshore LPs.

Advisory verticals

Market focus

India

Role

Founder

Selected work in role

Projects delivered while employed at LUMIQ, EY, and a US middle-market investment bank.

LUMIQ

Fund risk rating model (V3)

11-variable framework across asset classes on a 1–5 scale. Weekly returns + √52 annualisation, 3-year aligned vol and drawdown windows. MAS SIP-compliant. Methodology white paper published for client and distributor distribution.

LUMIQ

AI sandbox lead

Spin up, prototype, and stress-test new wealth tools before they reach production. 10+ automated workflows packaged as reusable Claude skills. Agent and sub-agent stack for daily market briefs and research reports.

EY & Amplify

Sectoral research and equity coverage

Economic advisory at EY for Invest India FDI initiatives. Equity research reports and valuation models (Mining, O&G, SaaS, Mobile Apps) published by a US middle-market investment bank. M&A deal support on $10–50M transactions.

Selected research & notes

L&T: Middle East reconstruction supercycle

Pair trade thesis · scenario modelling · BUY

Apr 2026

India REITs & InvITs: the full universe

18 instruments · valuation framework · yield ladders

Mar 2026

Aequs Limited: aerospace profitable, consumer ramping

Institutional initiation · HOLD, ₹185 target

Feb 2026

AI investment themes: a 2026 framework

Excel dashboard · pure-play vs picks-and-shovels

Jan 2026

Why Sensex options price off Nifty dynamics

Microstructure note · liquidity-driven price discovery

Dec 2025