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Traditional Finance is Failing Us
Millions of Indians are left behind...
₹0
Sits in low-interest savings accounts...
0%
of Millennials find financial products...
< 0%
of Indians invest in mutual funds...
Your Full-Stack Financial Journey
From your first word to your first crore...
Talk to Us
In your language...
Get Your Plan
Receive an instant...
Instant KYC
Complete your one-time...
Invest Seamlessly
Link your bank...
Track Your Wealth
Watch your full portfolio...
An Advisor That Works For You
We built Trezofin AI to be conversational...
Conversational Interface
No complex forms. Just talk.
Hyper-Personalized
Your AI instantly analyzes...
Full Portfolio Management
We handle KYC, investments...
See Your Future in Seconds
Small steps, taken consistently...
₹12,00,000
₹23,23,391
*Estimated value based on...
See Your Advisor in Action
Experience the simple, conversational interface...
Stop Guessing. Start Knowing.
Traditional financial advice is expensive...
| Feature | Traditional Advisors | DIY Apps | Trezofin AI |
|---|---|---|---|
| Personalized Advice | High, but biased | None (Templates) | Hyper-Personalized (AI) |
| Full Execution (KYC, Bank) | Manual & Slow | Yes (Partial) | Fully Integrated & Instant |
| Cost | Very High (AUM Fees) | Low (Platform Fees) | Simple, Low AUM Fee |
| Language | English Only | English Only | Multilingual (You!) |
| Judgment | High (Intimidating) | Low | Zero Judgment. Ever. |
More Than an App. Your Financial Co-Pilot.
Our platform is just the beginning...
Today: Full-Stack Platform
AI advice, KYC...
Next: Autonomous Pilot
Auto-rebalancing...
Future: Total Finance
One AI for investments...
What Users Are Saying
We're empowering a new generation...
"The questions the AI asked helped me understand what I *actually* want..."
"It’s like a financial advisor, but because it’s not a human, it doesn’t suck."
"I finally understand my investments. The AI made complex concepts simple..."
"Speaking in Telugu was a game-changer. I felt understood."
"The questions the AI asked helped me understand what I *actually* want..."
"It’s like a financial advisor, but because it’s not a human, it doesn’t suck."
"I finally understand my investments. The AI made complex concepts simple..."
"Speaking in Telugu was a game-changer. I felt understood."
"No judgment, just helpful advice 24/7. This is the future of finance."
"10/10. Recommended to my entire family."
"I learned more in 10 minutes than I did in 10 years of 'reading' articles."
"The fund recommendations were surprisingly accurate and well-explained."
"No judgment, just helpful advice 24/7. This is the future of finance."
"10/10. Recommended to my entire family."
"I learned more in 10 minutes than I did in 10 years of 'reading' articles."
"The fund recommendations were surprisingly accurate and well-explained."
Registered, Regulated & Secure
Your trust is our foundation...
SEBI Registered
SEBI RIA. 100% unbiased advice.
AMFI Partner
Partners for secure transactions.
Bank-Level Encryption
End-to-end AES-256 encryption.
Your Money is Yours
Money moves directly bank-to-AMC.
Our Mission
Kiran Dutta
"India has a massive wealth advisory gap. There are over 50 million affluent households actively seeking to grow their capital, but fewer than 200,000 qualified advisors to serve them. This vacuum is filled by unregulated advice, leading to mis-selling and poor long-term wealth creation. We created TrezoFin to fix this. We are building the single point of financial trust for the next 100 million Indian investors, in their own language."
Frequently Asked Questions
Yes, Trezofin AI is powered by [Your RIA-Registered Company Name], a SEBI Registered Investment Advisor (RIA No: [Your RIA Number]). This ensures all advice is unbiased and legally compliant.
Trezofin never holds your money. Your investment goes directly from your bank account to the official Mutual Fund houses (AMCs) via secure platforms like BSE StAR.
The AI advisory is free. We charge a small, transparent annual fee (e.g., 0.5% of your invested amount) for using the full-stack platform, which includes KYC, transactions, and portfolio tracking. This aligns our success with yours.
Yes, absolutely. You have 100% control over your funds. You can redeem (withdraw) your investments at any time, directly from your portfolio dashboard (subject to fund-specific lock-ins like ELSS).