Financial advice you can
actually trust.
No commissions. No hidden agendas. FinAgent is an AI advisor that looks at your data and tells you exactly what to do.
Why most financial advice is biased
Traditional tools work for the person selling them, not for you.
Distributors
They push Regular plans because of commissions. You lose 1% compounding every year.
Insurance Agents
Huge first-year commissions mean they'll lock you into poor products for 15+ years.
Advisors
AUM-based fees mean they'll never tell you to prepay your high-interest home loan.
Fintech Apps
Their "smart recommendations" are often just high-margin cross-sell opportunities.
Tell me what to DO,
not just show data.
Based on our research, most investors are tired of dashboards. You want answers. FinAgent analyzes your holdings and gives you a specific action plan.
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Portfolio Consolidation: "You have 7 funds with 80% overlap. Sell these 3."
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Tax Optimization: "Harvest ₹1.2L in losses now to save ₹12k in tax."
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Expense Audit: "Switching to direct plans will save you ₹4,500/year."
2. Move ₹50k to Liquid Fund for Tax Harvesting
3. Switch 2 funds to Direct Plans (Save 0.75% p.a.)
Is your portfolio working for you?
Answer 3 questions to see if you need an audit.
I picked most of my funds from YouTube or friends — not sure if they still make sense.
Your data never leaves your machine.
We use a local-first architecture. Your mutual fund statements are processed in your browser or on your local instance. No cloud storage, no data selling, no tracking.