Authors - Jayanthi J, Krishna Kanwar, Divansh Tarun Mittal, Akash Kumar, Srikanta Pradhan, Arun Kumar K Abstract - The problem of financial distress faced by the sandwich generation-who are held responsible for both the elderly parents and dependent children simultaneously, but not accommodated by available tools-motivates this research. In this work, we developed a portfolio intelligence system named WealthBridge that leverages an AI framework, which includes Random Forest model for risk profiling and an LSTM network for market regime detection. While the model accurately classify investors (with 95% accuracy) and market regimes, it forecasts market trends using time series of various features. A fusion engine then provides recommendation for allocation to different portfolio asset classes and investment in particular stock. It is accessible through the deployment of a Streamlit dashboard, making it an efficient tool for data-driven financial planning. The accuracy was assessed with robust performance of models that caters to financial services of the Indian middle income sandwich generation.
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