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.
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
About Fintoo
Based in
For further information, please contact:
darshini@thegoodedge.com
+91 9820463802
davesh@thegoodedge.com
+91 9811549035


A Brief Look at Level Life Insurance Sales Commissions
Medicare and Medicaid Programs; Quarterly Listing of Program Issuances–January Through March 2021
Advisor News
- The inheritance gap: Helping clients plan for money that hasn’t arrived
- After the midterms: Addressing your clients’ tax concerns
- Berkeley arts tax heads toward passage while public bank measure looks likely to fail
- Americans’ sense of overall prosperity still ticks upward
- Turning expanded eligibility into a better coverage plan for federal clients
More Advisor NewsAnnuity News
- Annuity sales hit record $126.3B as RILA sales top $25B
- More pre-retirees rethink retirement as income-planning concerns grow
- AM Best Affirms Credit Ratings of Knighthead Annuity & Life Assurance Company and Merit Life Insurance Co.
- Jackson reports record annuity sales, increases share repurchase authorization
- Why the market doesn’t need more carriers
More Annuity NewsHealth/Employee Benefits News
- Study Results from Hospital of the University of Pennsylvania in the Area of Managed Care Reported (Ten-year Performance of the Multi-Layer Insulated Defibrillation Lead in the Medicare Population): Managed Care
- Insurance cost hikes, fewer Medicare options add to Wyomingites' healthcare struggles
- Insurance Barriers to Mental Health Care Are Breaking Down
- States push short-term insurance as healthcare costs climb
- UnitedHealthcare calls Fairview lawsuit ‘mudslinging,’ asks judge to dismiss it
More Health/Employee Benefits NewsLife Insurance News
- Samsung Fire & Marine Insurance to Acquire Outstanding Stake in Canopius with KKR and KIC
- Start estate planning before the family needs it
- Best’s Market Segment Report: Health and Property Lines of Business Drive Hong Kong’s Non-Life Insurance Growth
- AM Best Affirms Credit Ratings of Central States Indemnity Co. of Omaha and Its Subsidiary
- National Life Group Approves $23 Million Dividends for 2027
More Life Insurance News