TRAP: The Real Adviser Podcast 91 - ROHIT VAISH FROM SATURN: AI: Revolution or Ruin for Financial Planning?
9 snips
Feb 26, 2026 Rohit Vaish, co-founder of Saturn and fintech builder using AI to scale human-led financial advice. He discusses AI's effect on advice economics and how data and workflows can cut admin. The conversation covers preparing firms for AI, shifting roles in advice, and practical steps to capture and use client data efficiently.
AI Snips
Chapters
Books
Transcript
Episode notes
Bitcoin Custody Creates Inheritance Headaches
- Carl described client risks with Bitcoin cold wallets and inheritance issues.
- He recommended Evoke Vault as a custody solution and noted law firms are adopting digital-asset estate services.
AI Will Reprice Advisory Business Models
- AI will reprice advisory business models by shifting costs from admin to client-facing value.
- Rohit Vaish says Saturn aims to cut compliance and admin burden so firms can reallocate resources to higher-value financial planning activities.
Founders Mission Rooted In Family Story
- Rohit shared a personal origin story: his father emigrated and used an accountant, advisor and lawyer to secure family opportunity.
- That experience motivated Rohit and co-founder Amal to scale trusted financial advice via Saturn.
