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Fintoo Wealth and Tax advisory platform launches new AI-Advisor

By Leandra Monteiro

May 03, 2021

  • Fintoo
  • India
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Fintoo, Wealth and Tax advisory, AI-Advisor, digital Fintoo, an Indian wealth and tax advisory platform, is gearing up to offer an innovative digital experience to users across India. This wealth and tax advisory platform is a comprehensive automated planning tool with features such as goals, cash flows, retirement, risk and expense management. It efficiently enables users to link their goals with their assets and to plan their investments in a more-structured manner.

The concept 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 not focused only on goal-based investing, but rather on an in-depth planning tool where users can input data such as cash inflow and 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, “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.

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