Chirag Gandhi (CG) profile photo

Chirag Gandhi (CG)

Co-founder & CEO at Mili

WealthTechVenture CapitalAI ImplementationFinancial PlanningAgentic WorkflowsStrategic Planning

About

I'm Chirag Gandhi (often called CG), the Co-founder and CEO of Mili. My career has been a journey through the heart of venture capital and financial technology, from sourcing hundreds of startups at Kalaari and Trifecta Capital to now building the future of WealthTech. At Mili, we are focused on empowering financial advisors with AI agents that move beyond simple note-taking into proactive, autonomous workflows. I'm passionate about helping firms eliminate 'administrative drag' and leveraging unified data models as a competitive moat. I love connecting with RIAs and wealth management leaders who are ready to move past legacy systems and embrace an agentic strategy. Whether you're looking for insights on AI implementation or want to discuss the evolving landscape of financial planning, I'm always happy to share what we're learning as we serve firms managing over $250B in assets.

Networking

What I can offer

  • AI strategy for financial services
  • Insights on scaling financial practices through automation
  • Expertise in early-stage and growth equity venture capital

Looking for

  • Registered Investment Advisors (RIAs)
  • Wealth management leaders
  • Innovators in the WealthTech space

Best fit for

Large RIAs ($100M+ AUM)Wealth management executivesTech-forward financial advisors

Current Interests

WealthTech EvolutionProactive AI (Signal detection/Form completion)Operational EfficiencyUnified Data Models

Background

Career

Transitioned from venture capital roles at Kalaari and Trifecta Capital to angel investing and founding Mili, an AI Agent platform for financial advisors.

Education

Bachelor’s degree in Metallurgical Engineering and Materials Science from IIT Bombay (2013–2017); CORe from Harvard Business School Online (2017).

Opinions

  • RIA-grade technology is now outpacing traditional bank-grade systems
  • Smart firms deploy AI where 80% accuracy is sufficient rather than waiting for perfection
  • Data architecture and unified data models are the ultimate moats for financial firms
  • Advisors should double down on complex human planning while AI handles service-heavy workflows