Chirag Gandhi (CG)
Co-founder & CEO at Mili
Scaling Mili as the leading AI agent platform for large RIAs and firms managing over $250B in assets.
Intro
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
What I'm looking for
- ›Registered Investment Advisors (RIAs)
- ›Wealth management leaders
- ›Innovators in the WealthTech space
Best fit for
Focus
Current interests
Core competencies
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
Personality
Communication style
Professional, analytical, and energetic, balancing strategic takes with concrete data.
Formality — 7/10
Vocabulary