Advice on Stocks

Your customers can get answers to personalized questions like “Is this stock good for me?” instead of “Is this a good stock?”

Advice on Mutual Funds

Your customers can understand how their invested money is doing which could be based on when they invested, their risk appetite and other parameters

Advice on Taxes

The bot effectively addresses concerns related to ITR filing, advance tax calculations, IT refund assistance, overall tax management, and alleviating fear caused by IT notices through focused solutions.

Advice on Goals

AI based Goal Recommendation Engine to answer your customer's personalized questions related to their financial goals

Advice on Money Management

Personal finance advice in terms of expenses - whether they are mandatory, wishful, variable or fixed.

Financial Health Checkup

Important insight for your customers w.r.t where they stand today in terms of their income, expenses, assets, liabilities and financial goals.

Risk Appetite Assessment

An intelligent assessment for your customers w.r.t whether they are aggressive or moderate or conservative investors.

Live Expert Chat

Financial advisors who are experts in their respective domains, be it wealth or tax are available at a user’s service at the click of a button.