A New platform for in-depth planning
Fintoo, India’s leading wealth and tax advisory platform, is gearing up to offer the best digital experience to users across the country with one-of-a-kind wealth and tax advisory platform, 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 SEBI-registered investment advisory Fintoo said in a release on 3 May 2021.
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.
Each industry expert has come up with different solutions to help the people pass through the current phase. But Fintoo has put all its expertise together into “AI-Advisor” to meet the requirements of the people, said CA Manish P Hingar, Founder & Chief Belief Officer, Fintoo.
“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.”
The company’s chatbot functionality also allows its users to request real-time advice or consultation for any financial query, he added.
The “AI-Advisor” tool is currently available only on the web but users can expect it to be available on mobile platforms by 30 June 2021.
Mumbai-based Fintoo (Financial Hospital Advisor LLP) was started in 2015 by Hingar and has a 70+ team of wealth management professionals and engineers. Fintoo is designed as a hybrid digital platform to offer the benefits of an AI-Advisory with human expertise, enable wealth creation, and provide a security cushion for investors in a cost and time-efficient manner.
“Our target market is HNI (High Net Worth Indians) people of the top 15 cities of India and then gradually expand to the rest of the urban and semi-urban cities,” he said. #AI_ML #technology #investment #banking #wealth /fiinews.com
