Frequently Asked Questions
For General Users
What kind of financial data is included in the consolidated version of finances?
The AI-optimised, consolidated version of finances can include:
- Mutual Fund Holdings and Transactions
- Indian Stocks Holdings and Transactions
- US Stocks Holdings and Transactions
- Bank Balances and all your expenses
- Existing and Closed Credit Cards
- Existing and Closed Loans (home, personal, etc.)
- FDs, EPF, NPS
- Real estate
- ESOPs and more