Project Proposal: Personalized Financial Advisory System

[PRIYANSHU2026]

1. Introduction

The financial inclusion of low-income people and small businesses is crucial for empowering them. This project aims at developing a Personalized Financial Advisory System to provide tailored financial advice that helps users manage their finances, set goals, and make informed decisions.

2. Objectives

• Provide personalized financial recommendations based on user data.
• Allow users to set and track financial goals.
• AI-driven insights and alerts shall hence improve financial health.

3. Methodology

• Data Analysis: Collecting and analyzing individual user’s financial data.
• Machine Learning: Developing predictive models for personalized advice.
• NLP Integration: Implementing natural language processing for user interaction.
• User Interface: Creating a web or mobile application which is user friendly.
• Security: Ensuring data protection through encryption and secure authentication.

4. Expected Outcomes

• More financially literate customers who can make better decisions.
• More financially stable low-income people, small businesses.
• Increased customer engagement through personalized accessible advice.

5. Timeline

• Phase 1: Data collection as well as model development
• Phase2: UI designing and integration

Screenshots

we can use gradio for web interface

its is the sample of my stock prediction model interface.

[adityadewhy]

@PRIYANSHU2026 are you still working on this?

[PRIYANSHU2026]

@adityadewhy already completed