Finny

An AI-first, human-assisted financial advisory platform helping Millennial and Gen Z Indians fast track financial independence (FIRE). Finny fetches user financial information in real time, which otherwise takes days and is very cumbersome.

Once the data is collected, Finny applies its complex financial model based on user’s risk profile and goals and develops a personalised plan to achieve FIRE and helps implement it for the user.

After the initial setup, Finny continuously monitors user data and periodically reviews with the user and makes any modifications as per the recent performance and any changes in the user’s life, income, goals, etc.

Finny provides:
1. One-time setup – personalized advice and implementation
2. Ongoing advisory – plan modifications until FIRE is achieved
3. Monitoring via app –
a. Personal balance sheet – net worth, assets, liabilities
b. Personal cashflow statement – income, spends, savings, etc.
b. FIRE dashboard – progress tracking against the plan