Beyond Chatbots: How ‘Agentic AI’ is Becoming the New Fund Manager

For the past few years, artificial intelligence in the financial sector has largely been conversational. We marveled at chatbots that could summarise earnings reports, draft emails, and answer customer queries with uncanny human likeness. But as we move deeper into 2026, the era of “AI evangelism” has given way to a new paradigm: “Agentic AI.” This is no longer about machines that just talk; it is about machines that act. From the towering financial hubs of Wall Street in the United States to the bustling, tech-driven corridors of Dalal Street in India, autonomous AI agents are quietly stepping into roles that were once the exclusive domain of human fund managers and wealth advisors.

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