Case study: how Lumida Wealth cut research time and made faster decisions with Bigdata.com

Lumida Wealth, a wealth management and financial advisory led by Ram Ahluwalia, built its edge on deep research and agile investing. But behind that speed was a bottleneck: analysts spent hours every day hunting for news, scanning PDFs, and trying to figure out what headlines might explain price moves.

There wasn’t a clear, central place to connect everything. Important documents—expert interviews, sell-side reports—were siloed. Chart analysis meant layering data by hand. News monitoring required juggling multiple tabs. And by the time everything was pieced together, markets had often moved on.

The challenges

• Analysts were doing reactive work, trying to link news to movements after the fact.
• Valuable signals got buried under irrelevant noise.
• Internal research and public data lived in different places.
• Without real-time filtering or predictive signals, staying ahead of the market was tough.

Lumida didn’t just need more data. They needed better clarity, fast.

The solution

Lumida integrated Bigdata.com into its research workflow. The goal was to automate the time-consuming stuff, surface relevant insights faster, and bring everything into one place.

Key changes included:

• News overlays on charts. When a stock moved, analysts could instantly see the news that likely triggered it, with time stamps and summaries right on the chart.
• Advanced filtering. Analysts could filter by topic, sector, or event to avoid recency bias and focus only on what mattered.
• AI-generated summaries. Complex news was distilled into clear, useful takeaways.
• Searchable proprietary content. Internal documents were uploaded, tagged, and made searchable alongside market data.
• Predictive signal detection. The system helped flag news before the market fully reacted, giving Lumida a window to act strategically.

“The real alpha lies in identifying relevant news before the market fully reacts. If we see negative news and the price hasn’t tanked yet, Bigdata.com gives us that crucial window to make a strategic decision.” said Ram Ahluwalia, CEO, Lumida Wealth Management

The impact

• Saved 15–20+ hours per week. Analysts spent less time on repetitive tasks like manual monitoring and cross-referencing.
• Improved decision-making. Chart overlays and AI summaries brought clarity and reduced noise.
• Acted earlier. Predictive insights let Lumida respond proactively, not reactively.
• Simplified tech stack. Instead of juggling dozens of tools, they now use one interface with search, chat, upload, and event tracking all in one place.

Looking ahead

What started as a research upgrade has become core to Lumida’s strategy. They’re now expanding their use of Bigdata.com with more advanced summarization, alpha factor tracking, and deeper document analysis.