Indian Brokerage: Ai-Accelerated Initiation Coverage in Two Months

AI Studio

Business Situation

A leading Indian brokerage sought a long-term partner to rapidly scale its equity coverage. To validate the partnership, it required customized, deep-dive initiation reports and robust financial models on prominent companies across sectors, ready to publish under its own branding and analytical standards.

SGA Approach

AI-assisted data build: Table Parser extracted 10 years of financials from annual reports and filings into model-ready formats
Accelerated modeling: Financial Modeler built the base framework; analysts refined KPI-driven assumptions and valuation
GenAI drafting: ASTRA drafted industry overviews, company profiles and SWOT sections for analysts to sharpen into investment theses
Management signals: Earnings Transcript Analyzer distilled guidance and sentiment, complemented by Corporate Connect meetings and plant visits
Publish-ready output: Client style and branding followed from day one
Rapid feedback loop: Client feedback incorporated within a strict two-day turnaround

Execution Approach

SGA acted as an extended research arm, pairing senior analysts with its GenAI research stack. The pilot included:

40–50 page initiation reports on five major Indian equities
Financial models with 10 years of history and 3-year KPI-driven forecasts, deriving fair value through appropriate valuation methods

Key Takeaways

Strategic partnership: A seamless extension of the client’s research team
Human + AI rigor: AI extracts and drafts; analysts own valuation and the call
Bespoke output: Native to the client’s brand, no internal reformatting
Core focus: Client team freed for strategy and client relationships

Related Tags

AI Studio astra Capital Markets Financial Modeler Investment Research

About SG Analytics

SG Analytics (SGA) is a leading global data and AI consulting firm delivering solutions across AI, Data, Technology, and Research. With deep expertise in BFSI, Capital Markets, TMT (Technology, Media & Telecom), and other emerging industries, SGA empowers clients with Ins(AI)ghts for Business Success through data-driven transformation.

A Great Place to Work® certified company, SGA has a team of over 1,400 professionals across the U.S.A, U.K, Switzerland, Poland, and India. Recognized by Gartner, Everest Group, ISG, and featured in the Deloitte Technology Fast 50 India 2024 and Financial Times & Statista APAC 2025 High Growth Companies, SGA delivers lasting impact at the intersection of data and innovation.