Tailor Money

About Tailor Money

Tailor Money is your AI-powered portfolio companion, built for Indian investors who use Zerodha, Groww and other platforms but are tired of conflicting advice. Connect your portfolio once and get clear, plain-language insights into what you actually own - and why it matters.

WHAT YOU CAN DO
- Ask anything about your portfolio in plain English and get an answer backed by transparent reasoning and sources.
- See your Tailor Score - a simple read on how well your holdings fit your goals, risk profile and time horizon.
- Get personalized market news that connects the day's headlines to the stocks and funds you actually hold.
- Understand IPOs before you decide, with balanced analysis instead of hype.
- Bring your whole portfolio together - stocks, mutual funds and more - in one holistic view.

READ-ONLY, ALWAYS
Link your Zerodha account or upload a CAS / CSV statement. Tailor Money reads your holdings so it can analyze them - it never places trades, moves money, or changes anything in your broker account. The app is strictly read-only. When you want to buy or sell, you do that in your broker's own app.

BACKED BY A SEBI-REGISTERED ADVISER
Tailor Money is a platform operated by Paxoma Tech Pvt Ltd, providing AI-powered tools for financial news analysis, portfolio tracking and market updates. Investment advisory services offered through the Platform are provided by Ashish Gupta, a SEBI Registered Investment Adviser (Reg. No. INA000022109), in accordance with the SEBI (Investment Advisers) Regulations, 2013.

AI-generated insights are intended to support - not replace - the regulated advice provided by the registered Investment Adviser.

INVITE-ONLY, EARLY ACCESS
Tailor Money is currently invite-only. Access is granted from our waitlist. If you do not have an invite yet, you can join the waitlist from inside the app and we will reach out when a spot opens.

BUILT ON TRUST
- Transparency by default: every insight shows its reasoning and its sources.
- Your data, your control: you can delete your account and all your data at any time from inside the app.
- Holistic by design: we look at your whole financial picture, never one asset class in isolation.

Questions or feedback? Write to us at [email protected].

Disclaimer: Investments in securities markets are subject to market risks; read all the related documents carefully before investing. Past performance is not indicative of future returns. AI-generated content does not constitute a guarantee of any outcome.