Pascal AI has partnered with Kotak Mahindra Asset Management Company Ltd. (KMAMC) to deploy its agentic, context-driven AI research platform, marking a significant step in the adoption of advanced artificial intelligence within institutional investment research.
The deployment is designed to enhance the speed, scale and depth of KMAMC’s research processes while operating fully within the asset manager’s governance and data sovereignty framework. The platform enables faster research turnaround, broader coverage and deeper analytical insights, supporting investment teams without compromising institutional discipline or control.
The collaboration represents an industry-first application of agentic AI in asset management research, integrating automation with human judgment. By embedding AI agents into research workflows, the platform augments analysts’ capabilities, allowing them to process information more efficiently and identify risks and opportunities earlier.
Vaibhav Viswanathan, CEO and Co-Founder, Pascal AI, said the deployment demonstrates how institutional research can evolve through agentic systems that respect the structure and judgment of asset management teams. He added that the platform is built to deliver speed and depth while ensuring institutional control remains central to decision-making.
Nilesh Shah, Managing Director, Kotak Mahindra Asset Management Company, said that modern investment research is driven by both insight quality and speed. He noted that the firm continues to evaluate tools that strengthen research conviction while preserving governance standards, adding that Pascal AI’s platform integrates seamlessly with KMAMC’s research context while ensuring data security and sovereignty.
The platform operates within a sovereign Virtual Private Cloud, ensuring proprietary data and research frameworks remain fully under KMAMC’s control. It connects internal investment frameworks with real-time external data sources such as regulatory filings, earnings transcripts and market updates, enabling more informed and timely investment decisions.
This engagement marks Pascal AI’s largest enterprise-scale implementation to date and underscores the growing role of agentic AI systems in transforming institutional finance research while maintaining rigorous oversight and security standards.
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