Al-Hikma Financial Consulting

Redefining wealth management & Robo advisory with advanced AI

Al-Hikma Financial Consulting Company (a Wisdomise’s subsidiary company)

Wisdomise’s subsidiary company

Fintech products

Customized Algorithmic Strategies

Automated Index Funds

• What it is: Predefined baskets of assets managed by AI/ML models.
• How it works: Clients deposit funds into products that are systematically rebalanced based on market changes.
• Each has a track record, minimum ticket size, and investment threshold.
• Target: Retail and institutional clients looking for low-effort, diversified investments.

• What it is: Automated investment advice using Wisdomise Brain™.
• How it works: Analyzes data like social sentiment, technical indicators, and macro trends to generate AI-powered investment signals and insights.
• Target: Retail and institutional investors wanting smarter, data-informed decisions with lower portfolio risk.

AI-driven Robo-advisory Services

• What it is: Tailor-made AI trading strategies.
• How it works: Designed for high-net-worth individuals (HNWIs) and hedge funds based on specific risk profiles and goals.
• Can be fully automated or semi-supervised, custodial or non-custodial.
• Target: Clients with specific investment needs and larger capital.

Prime Business Partners

Business model

Managing Category

• What it is: Systematic and algorithmic asset management.Markets Covered: Equities, bonds, commodities, forex (spot & futures).
• Tech Stack: Wisdomise Brain™ and proprietary AI models.
• Revenue Model: Fixed fee + performance-based fee (profit-sharing).

• What it is: AI-powered robo-advisory for traditional financial markets.Key Tool: Wisdomise AI Chatbot "Athena" (LLM-based, generative + predictive).
• Target Users: Clients seeking financial insights to manage portfolios.
• Revenue Model: Freemium (monthly/annual subscription).

Advising Category

• What it is: Broker and intermediary services with AI-executed trading.Key Feature: AI trading features integrated into third-party exchanges.
• Target Users: Traders and platforms needing automated execution.
• Revenue Model: API access fees + trading commissions.

Dealing Category

Investment Policy & Risk-Adjustment Portfolio Allocation

• Users are onboarded and profiled based on investment habits, goals, and risk tolerance.
• The AI system then assigns one of three investment policy types: Low Risk / Medium Risk / High Risk
• These policies adapt over time as the user grows and evolves.

Personalization & Risk Profiling

• Wisdomise uses a full AI infrastructure (Wisdomise Brain™) that: Learns from user behavior / Self-corrects and improves with time
• Becomes more effective as more users interactThis adaptive capability is expected to peak with widespread use of AI agents by Q1 2026.

AI Self-Optimization

• The Smart Portfolio Optimizer distributes user investments into five asset classes:
• Low volatile assets
• Mid volatile assets
• High volatile assets
• Very high volatile assets
• POI-themed assets (custom thematic allocations)

Asset Allocation Framework

The Smart Portfolio Optimizer distributes user investments into five asset classes:

CONTACT US

support@wisdomise.finance

Switzerland – SRO-Member VQFWisdomise AGNeuhofstrasse 5A, CH-6340 Baar, Switzerland

Leading AI Innovation in Finance. Reach out to us via the contacts below — we’re here to connect and support.

Estonia – Registry Code 16969341Wisdomise OÜPärnu Mnt 139e/2-8, 11317 Tallinn, Estonia

UAE – Registration No. 192181Wisdomise DMCC5th Floor, ONE JLT, Dubai, UAE

KSA – Coming soon!