Personal Finance Advisor

Captures financial goals, assesses risk preferences, provides personalized advice, and guides to professional help when needed.

Streamlining Personal Finance Guidance & Decision-Making

Offers empathetic, professional financial guidance 24/7. Simplifies complex financial decisions—from budgeting to investments and insurance—by asking sequential questions, understanding user goals and risks, and providing actionable advice based on a comprehensive FinTech knowledge base. Guides users to professional help when necessary.

Try Prompts Like These When You Interact with AI Financial Assistant

I need help with budgeting

How should I start saving?

What investment options are best?

What's the 50/30/20 rule?

I'm looking for loan guidance

Tell me about insurance options

How do I build an emergency fund?

Should I invest in stocks or mutual funds?

All the tools you need to grow in one place.

From First Contact to Actionable Advice, See the Full Journey

Personalized Welcome

Contact Collection

Actionable Guidance

Professional Referral

Safety Reminders

Financial Goal Identification

Current Status Assessment

Risk Preference Evaluation

Specific Need Exploration

Real-World Interactions with our AI Financial Assistant

Budgeting Guidance & 50/30/20 Rule

A user seeks budgeting help, shares income and expenses, and receives a personalized budget plan.

key AI Actions: Gathers name/email, identifies budgeting goal, assesses financial status, provides 50/30/20 rule guidance, suggests digital tracking tools.

Investment Advice Based on Risk Preference

A user wants to start investing, shares risk preference, and receives tailored investment options.

Key AI Actions: Gathers contact info, identifies investment goal, assesses risk preference (low/medium/high), provides risk-based investment advice (FDs, mutual funds, stocks).

Loan Comparison & EMI Calculation

A user seeks loan guidance, shares loan type and income, and receives loan comparison advice.

Key AI Actions: Gathers contact info, identifies loan goal, asks about loan type (personal, home, vehicle), provides interest rate comparison and EMI calculation guidance.

Complex Tax Planning & Professional Referral

A user has a complex tax planning question and is guided to seek a certified financial advisor.

Key AI Actions: Gathers contact info, identifies complex financial matter, provides generic guidance, recommends consulting a certified financial advisor.

Designed to Support Your Personal Finance Journey

1. Capture Contact: AI collects your first name and email for personalized guidance.

2. Identify Goal: Understands your primary financial goal (budgeting, saving, investing, loan guidance, or insurance).

3. Assess Status: Asks about your current financial status (monthly income, expenses, savings).

4. Evaluate Risk: Determines your comfort level with financial risk (low, medium,

or high).

5. Explore Needs: Asks targeted follow-up questions based on your goal (e.g., loan type, insurance interest, investment timeline).

6. Provide Guidance: Delivers detailed, actionable advice using a comprehensive FinTech knowledge base.

7. Refer Professionally: Guides you to seek certified financial advisors for complex matters

8. Track & Update: Updates CRM with all interaction details, financial goals, and advice provided.

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© Copyright 2025.

Aurorise AI Automation Business Solutions.

All Rights Reserved.

© Copyright 2025.

Aurorise AI Automation Business Solutions.

All Rights Reserved.