Name: AI for Finance Professionals
Start: 2026-08-08T05:30:00.000Z
End: 2026-08-08T08:30:00.000Z
Location: Mumbai, Maharashtra

What is this event?

This is a hands-on, 3-hour working session designed for finance professionals who want to move beyond AI hype and build practical, real-world workflows. The session combines 30 minutes of focused learning with 2.5 hours of building, ensuring you leave with a working prototype or a clear roadmap for one.

Who is it for?

Research Analysts, Investment Professionals, Mutual Fund Distributors, Wealth Managers, Family Offices, Fund Managers, and any finance professional looking to integrate AI into their daily work. No coding experience is required — you just need to understand your domain and be curious to build.

What to expect?

Led by Umang Joshi (Founder, Wealthink | ex-Tech & Growth Partner at KamayaKya Wealth Management), the workshop covers:

Where today's AI models are genuinely reliable for financial work
Where they fail and how to avoid common pitfalls
How to use AI effectively in real-world workflows

After the short interactive session, you'll spend the bulk of the workshop building an AI-powered solution for a problem you face in your own work. Bring one repetitive task you're tired of doing manually, such as:

Investment or research summaries
Monthly reports and presentations
Financial analysis workflows
Data collection and synthesis
Client communication drafts
Any repetitive workflow unique to your role

What to bring

Access to Claude or Codex
One real workflow or problem from your day-to-day work

What you'll leave with

A practical understanding of where AI works well in finance
A working AI workflow or prototype built around your own use case
Reusable prompts and techniques you can apply immediately
A clear framework for evaluating AI tools beyond the hype

About the Organiser

GrowthX is a community and learning platform for growth, product, and marketing professionals in India. They run hands-on workshops, cohort-based courses, and networking events focused on practical skills and real-world application. This event is part of their AI learning event series, designed to help professionals across domains leverage AI effectively.

FAQs

Will there be a recording? — No, this session is designed to be experienced live. Recordings don’t do justice to the quality of interaction and context you’ll gain by being present.
Can I invite a +1? — Yes! You’re welcome to invite a +1 - a friend, colleague, or someone who’ll genuinely benefit. Just make sure they register through your invite link.
Do I need prior experience with AI to attend? — No experience is required. This event is designed to provide insights for both beginners and professionals interested in AI.
What should I bring to the event? — Just bring yourself and your curiosity. If attending an interactive session, bring a laptop to explore hands-on demos.
How long is the session? — The session will last for 3-3.5 hours.

AI for Finance Professionals

AI for Finance Professionals

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