Unnati AI
Your financial copilot
Mission
Unnati is your financial copilot helping you achieve your financial goals. Think of us as Google Maps for your finances, you enter your financial goals (financial independence, wealth maximisation, estate planning) and we help you plan your financial journey to your destination and alert you if there are any obstacles or a better route ahead of you.
We keep monitoring the broader financial landscape (market developments like bank closures, new financial product launches etc.) and since we know your goals, our AI engine is able to understand the impact of that on your financial journey and give you personalised advice.
By having Unnati as your financial copilot, you can sleep easy at night knowing that someone is monitoring the complex and chaotic world of finance and looking out for your goals.
Spend Analysis
Manage expenses better by seeing where your expenses are being spent.
Keep tabs on the late fees, due dates, maximise savings etc.
Financial product recommendations
Get updates when relevant financial products get launched in the market. We see relevance based on your current financial portfolio and your goals.
Find the best credit card and home/auto loans, say goodbye to all those pesky sales calls from financial companies!
Wealth Management
Get personalised recommendations based on your current portfolio and your goals.
Scenario plan how a different portfolio allocation will perform. Find exposure to different companies based on your current mutual fund portfolio and what they currently own.
Tax Planning
Manage your finances keeping taxes and the tax year in mind.
How much advanced tax to pay? Tax loss harvesting? We've got you covered!
Questions?
deb@unnatiapp.com