Intelligent agents for Finance

Stakehub AI — Product
Stakehub AI● Live
Orchestrator
Product AI
Support
Retain
Product
Intent
OnBoard

See It In Action

Ask real questions. Get real answers — powered by the same AI your users will experience.

Stakehub AI — Chat
Stakehub AI

Hello! Ask me anything

I'm your Stakehub AI assistant

What unlisted shares are available on Stakehub?

How do I buy bonds on Stakehub?

3 free messages remaining ·

Capabilities

Portfolio Insights

Real-time allocation & risk analysis

Stock Analysis

Fundamentals, analyst ratings

Compliance Aware

Adheres to regulatory guidelines automatically

Context Memory

Remembers risk tolerance & goals

How it's built

The Intelligence Layersfor Your Business

Seven layers that turn your data, models, and workflows into a production-ready AI chatbot — built for real business scale.

Use-case mapping
User-flow planning
Response design
Strategy
Server setup
Environment configuration
Deployment architecture
Infra
Model selection
Local hosting
Inference setup
Model
Database integration
Knowledge-base setup
Vector indexing
Data
RAG pipeline
Orchestration layer
Context fetching
Retrieval
Guardrails setup
Access control
Compliance filtering
Control
Interface integration
Testing
Performance optimization
Launch
01
Strategy
Defines the chatbot's purpose, target users, and key outcomes. Decides what queries, workflows, and support it handles — ensuring the entire AI setup is built around real business value.
Use-case mapping
User-flow planning
Response design
02
Infra
Creates the local environment where the chatbot runs securely. Covers servers, network access, storage, and runtime systems — ensuring speed, stability, privacy, and long-term scalability.
Server setup
Environment configuration
Deployment architecture
03
Model
The AI model is selected based on use case, performance, and hardware needs — then hosted locally to keep processing in a controlled setup. This becomes the core intelligence engine.
Model selection
Local hosting
Inference setup
04
Data
Connects the chatbot to internal documents, APIs, and databases. Content is structured so the bot can access business knowledge efficiently via vector indexing and knowledge-base setup.
Database integration
Knowledge-base setup
Vector indexing
05
Retrieval
Ensures the chatbot retrieves the right information before answering. Combines search, logic, and context passing to generate grounded responses via RAG and workflow orchestration.
RAG pipeline
Orchestration layer
Context fetching
06
Control
Adds rules, limits, and safety layers around the chatbot. Controls permissions, sensitive data access, and unsafe outputs — making the chatbot secure, compliant, and reliable for real usage.
Guardrails setup
Access control
Compliance filtering
07
Launch
Connects the chatbot to the final interface — web, app, or dashboard. Tested for response quality, speed, and accuracy. Continuous optimization improves adoption, reliability, and business performance.
Interface integration
Testing
Performance optimization
Everything You Need

Built for Fintech, by Fintech

Not Another IT Company

Built by a team that already serves 60,000+ Indian investors

Stakehub isn't a startup pitching an idea. We operate a live private equity platform, trusted by thousands of investors across India.

Stakehub dashboard

Not Just Another IT Vendor

Product-first, not project-first

We operate as a product-driven org — every solution we build reflects how we run our own platform.

Proven at scale with real capital

60,000+ investors trust us with real transactions. We've already solved for reliability, latency, and data integrity.

No experiments at your cost

The systems we offer are already running in production — not being tested for the first time on your users.

Scale, trust & precision — solved

From regulatory compliance to real-time execution, we bring battle-hardened engineering to every engagement.

What we build

Six core engineering capabilities — all built in-house, battle-tested on a live platform.

Broker Platforms

Full-stack brokerage systems with seamless user journeys, transaction flows, and third-party integrations — KYC, payment gateways, depositories.

Order Matching & Exchange Systems

High-performance real-time order matching engines across trading, settlement, payments, pledging, and investment workflows.

Financial Infrastructure & Integrations

Robust integration layers connecting banks, depositories, payment systems, and external APIs — ensuring smooth real-time data and transaction flow.

Enterprise-Grade Security Architecture

Multi-layered security including encryption, access control, audit trails, and infrastructure hardening — designed for financial-grade compliance and trust.

AI Systems

On-premise or hybrid AI powered by vector databases and RAG — enabling secure, context-aware intelligence without exposing sensitive data.

Financial Modeling & Analytics Engines

Advanced engines for large-scale modeling, portfolio analytics, risk assessment, and decision support — built to handle institutional data complexity.

Simple Setup

Deploy in Minutes, Not Months

A structured onboarding process — from integration to a live, domain-trained AI assistant with no engineering overhead.

Step 01

Connect to your platform

01

Integrate

Embed Stakehub AI into your web or mobile product via our REST API or widget. No heavy infrastructure changes required.

curl -X POST \
https://product.stakehub.in/api/v1/model \
-H 'Authorization: Bearer sk-sh-...' \
-H 'Content-Type: application/json' \
-d '{
"model": "stakehub-finance-v1",
"messages": [
{ "role": "user", "content": "..." }
]
}'

Step 02

Train it on your content

02

Configure

Upload your product documents, FAQs, and policy files. Set the bot's tone, scope, and compliance boundaries — all from the admin dashboard.

  • Drag & drop document upload
  • Automatic chunking & embedding
  • Tone & scope configuration
  • Domain-specific compliance rules

Step 03

Go live on your timeline

03

Deploy

Your bot is hosted and served through our infrastructure. Embed it in your app, website, or internal tools — with full control over who sees it.

  • Hosted & managed infrastructure
  • Embeddable widget or API access
  • Role-based access control
  • White-label ready for enterprise

Step 04

Learn from every conversation

04

Improve

Review real conversations, spot gaps in your knowledge base, and re-index updated documents — so the bot keeps pace with your product.

  • Live conversation monitoring
  • Query pattern analysis
  • Knowledge gap detection
  • Document re-indexing on demand
FAQ

Frequently Asked Questions

Everything you need to know. Can't find the answer? .

Still have questions? Our team typically responds within 2 hours.

Now Onboarding Select Partners

Ready to Transform Your Customer Experience?

Built for financial institutions that need more than a generic chatbot. Share your use case and we'll show you exactly how Stakehub AI fits into your product.

Enterprise-grade security
Selective free trial for industry partners
Onboarding support included