AI Powered Portfolio Decision System
Abstract
Ask2.ai allows Financial Advisors to parse through numerous datasets, models, viewpoints, visuals,
etc concurrently to continually assess historic and predicted performance within each aspect of the
investment life cycle, subject to defined or suggested objective functions. Ask2.ai supplements the
Advisor’s experience-based, traditional portfolio decisions with AI-powered visualizations for
assessing a Security or Portfolio (A), evaluating the predicted path profile of A, comparing A with B (&
transition of A to B), and measuring real time impacts on A. Ask2.ai is built ground up so Advisors
can keep pace with applicable advancements in AI & Finance academic research, and have an
advanced framework/tool to test proprietary hypothesis/data.
Bio
Prior to founding Ask2.ai, Mr. Malhotra founded Caspian Private Equity (CPE) in 2008 and was its
President until it merged with EuroPE and EagleAsia to form Flexstone Partners (FSP) in 2019. He
was the Managing Partner of FSP until June 2021 and continues to be a non-executive Senior
Advisor. He served on the Global Investment Advisory Committee, the US Investment Committee,
the Audit Committee and the Compensation Committee. He was also responsible for the firm’s
operations, business development and new product offerings. At the time of his departure, FSP was
a global Asset Manager with over $8.4bn in assets under management across Private Equity, Real
Estate, Private Debt and Infrastructure. Prior and concurrent to founding CPE, until January 2012, he
also served as a Partner and President of Caspian Capital Management, (CCM) that managed as
much as $2.2Bn of alternative assets including fixed income portfolios and quantitative trading
strategies. CCM also provided non-discretionary advisory on as much as $3Bn in structured products
on funds of hedge fund programs. Prior to joining CCM in 2002, he was a Senior Manager with the
Global Risk Management Solutions consulting practice of PricewaterhouseCoopers. In that capacity,
he worked with financial institutions, corporations and treasuries on a variety of risk management,
portfolio and strategic initiatives. He holds a CIBE from Columbia Business School, an MBA in
Finance from Virginia Tech, a BA in Economics (Honors) from the University of Delhi and a Financial
Risk Manager (FRM) certification from the Global Association of Risk Professionals (GARP). He
serves on various company boards and has authored several research pieces on investments and
risk management.
