Virtual Assistants

Fintoo Wealth and Tax advisory platform launches new AI-Advisor

  • Fintoo, a SEBI registered investment advisory platform that offers financial advisory, retirement planning and tax planning, launches its “AI-Advisor” where a user can create his/her financial plan without any human intervention.
  • The idea behind this platform is to provide users and customers with one-stop solutions where they can go for all their holistic financial advisory, retirement planning, and tax planning solutions.

Fintoo, India’s leading wealth and tax advisory platform, is gearing up to offer the best digital experience to users across India. This one-of-a-kind wealth and tax advisory platform is a comprehensive automated planning tool with notable features like goals, cash flows, retirement, risk, expense management features. It is an efficient tool to link your goals with your assets and to plan your investment in a much-structured manner.

The idea behind the new “AI-Advisor” is to assist users to create their financial plan without any human intervention while providing complete data security and privacy. Hence, no one except the user would see, analyse or make the right decisions.

This platform is unique and is not focused only on goal-based investing, but rather on an in-depth planning tool where users can input data such as cash inflow & outflow, risk appetite, goals and tax-related details. The further detailed report helps the user with details like expense optimization, goal analysis, asset mapping, future cash flow, and plan of action, which he/she needs to execute for smooth completion of his/her financial goals.

The sudden pandemic situation has taken a toll on our physical, mental and financial situation. CA Manish P Hingar, Founder & Chief Belief Officer, Fintoo said that each industry expert has come up with different solutions to help the people pass through the current phase. Fintoo, one of the leading financial advisory firms, has put all its expertise together into “AI-Advisor” to meet the requirements of the people. Our focus has always been to provide the best financial planning services to our customers right now and we are 100% dedicated to achieving it.

He also added that, during this situation, people should opt for contactless and digital services for their safety. The company’s chatbot functionality also allows its users to request real-time advice or consultation for any financial query.

The “AI-Advisor” tool is currently available only on the web but users can expect it to be available on mobile platforms by June 30, 2021.

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