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

Fi partners with the best to secure your money

Federal Bank
VISA
NPCI
PCI
EPIFI WEALTH
ISO 27001:2013
Our partner bank hosts your Savings Account and follows all security standards per applicable regulations.
Your money is always safe with our banking partner - Federal Bank, is covered under the Deposit Insurance and Credit Guarantee Corporation Scheme. This insures your money up to ₹5 lakh.
Fi itself is not a bank and doesn’t hold or claim to have a banking license.
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