When I left my first job, I discovered that much of the tax I had been paying for years could have been avoided with proper planning. To my surprise, I later learned that many of my senior colleagues were paying little to no taxes, thanks to effective financial strategies. I sought advice from CAs and the accounts team at my company. While their guidance was helpful to some extent, it became clear that their expertise was often limited when it came to aligning tax planning with broader financial goals. For example, understanding how purchases like a car or house, or financial commitments like education loans or health insurance, impact overall financial planning requires a more comprehensive approach. This realization inspired me to create a personalized AI assistant. This assistant is trained on an extensive range of resources, including handbooks, case studies, and legal documents. Its objective is to ensure that your tax planning is seamlessly aligned with your broader financial goals, helping you save more, earn smarter, and make well-informed decisions for a secure financial future.

AI financial and tax planner (IndAS)

Like having a shrewd money manager in your pocket, 24/7!

Like having a shrewd money manager in your pocket, 24/7!