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Arya by HDFC Securities,
AI-powered investment concierge

Arya by HDFC Securities, a market first Conversational AI-powered investment concierge, empowers customers to manage their portfolios with ease

Explore Solution
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The Story

Transforming digital financial services experience

HDFC Securities is a leading stock broking and wealth management company in India, offering a range of services, including trading in equities, derivatives, currencies, and commodities, as well as mutual funds and insurance. The company has a strong physical and online presence, with a user-friendly trading platform and mobile app. It is known for its research-based approach and personalized investment solutions for its clients.

HDFC Securities were motivated to implement Arya, its virtual investment assistant, due to the increasing demand for digital financial services in India and the need to stand out in a competitive market. With over 500 million smartphone owners and ubiquitous 4G connectivity, the Indian financial sector was shifting towards digital adoption. HDFC Securities saw an opportunity to attract and retain mobile-enabled middle-class investors who were seeking newer asset classes and a convenient and personalized investing experience.

The Solution

Launching market first Conversational AI-powered virtual assistant for investing

HDFC Securities’ award-winning digital trading platform Arya is a helpful resource for its customers, providing a conversational investing experience rather than the traditional cumbersome step-by-step flow.


Arya offered access to top inquires that a users needed and enabled quick transactions for equity buy/sell orders, all within an intuitive conversational experience.

It automated inquiries including price quote (for mutual funds & equities), research calls, stock recommendations, price cards for active stocks.

Users were also able to get an analysis of their portfolio valuation for equity and mutual fund portfolios.


Conversational Commerce and Support





The Success

Offering award winning customer experience

From winning the Conversational Investing Award at the Innovation Tribe Awards and Summit to handling the load of queries on Website, App and Facebook Messenger, HDFC Securities Arya is seeing a rapid rise in usage among the millennial customer base.

“We are on the journey of building a fully capable conversational investing experience. Right now we support features such as: Investing in equities or mutual funds, tracking stock prices, Portfolio performance, stocks and mutual funds recommendations and Queries related to products and platform. We are also providing IPO applications on the chatbot. Millennials are one of our key target audiences who are very active on their social media handles. Through Conversational Investing we want to take our value proposition to them on platforms which they are conversant and comfortable with. We want to de-jargonize capital markets and make the process of investing in a social experience.”
Nandkishore Purohit
Head – Digital Business and Strategy at HDFC securities

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