AI Money Mentor

Smart Dashboard

AI Financial Advisor

Get fast recommendations for investments, SIP planning, tax savings and portfolio health in one place.

Total Portfolio

₹18.4L

▲ +12.4% growth

Monthly Income

₹1.24L

▲ +3.1%

Tax Saved

₹62.5K

▲ Saved this year

Expenses

₹41.2K

▼ -5.2%

🤖 AI Financial Advisor

💬

Hi! I'm your AI Advisor

Ask me anything about investments, taxes, SIPs, portfolio strategy, and more.

📊 Portfolio

💸 Taxes

📈 SIP Plan

⚠️ Risk

⚡ Core AI Agents

Financial Planning Agent

Tax Optimization Agent

Investment Advisor Agent

Insurance Advisor Agent

📊 Portfolio Allocation

Equity (40%)

ELSS (27%)

Debt (18%)

Insurance (15%)

📈 SIP Quick Calc

Monthly ₹ 10,000 Years: 10 Return %: 12%

Estimated Corpus

₹23.2L

💡 Tax Insights

80C Used₹1.2L / ₹1.5L 80%

Health Insurance₹18K / ₹25K

HRA Benefit₹60K / ₹72K

💡 Save ₹38,500 more via NPS + ELSS contributions

🔒 Compliance

✔ OK Data Encryption

✔ OK Audit Logs

⚠ Pending Regulatory Check

✔ OK KYC Verified

🤖 AI Chat

🎯

Financial Guidance at Your Fingertips

Ask questions about investments, tax planning, portfolio strategy, SIPs, risk assessment, or any financial topic.

📊 Portfolio

💸 Tax Strategy

📈 Investments

🛡️ Emergency Fund

Money Score

Enter your financial details

Monthly Income (₹)

Monthly Expenses (₹)

Monthly Savings (₹)

Investments (₹)

Total Debt (₹)

Emergency Fund (₹)

Financial Health Breakdown

📈 SIP Calculator

SIP Projection

Monthly Investment (₹) Annual Return Rate (%) Investment Period (Years)

Wealth Growth Curve

Stock Checker

Live Stock Price (NSE/Global)

Stock Symbol

30-Day Historical Trend

💸 Tax Planner

Income Tax Calculator (New Regime)

Gross Annual Income (₹)

📄 PDF Parser

Upload Financial Document

Select PDF (Form 16, Salary Slip, etc.)

🧠 Multi Agent

AI Multi-Agent Financial Analysis

Financial Planning Agent

Tax Optimization Agent

Investment Advisor Agent

Insurance Advisor Agent

Your Financial Query

💲 Expense Track and Insights

Total Spend

Average Expense

Expense History

Date	Category	Merchant	Amount
Date	Category	Merchant	Amount

...

AI-Money Mentor's Insights

💎 Net Worth Tracker

Total Assets

₹0

Total Liabilities

₹0

Current Net Worth

₹0

Assets (What you own)

Asset	Value	Action

Liabilities (What you owe)

Liability	Amount	Action

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