Finny

An AI-first, human assisted financial advisory platform helping Millennial and Gen Z Indians achieve financial independence (FIRE). Finny is built on top of Account Aggregator (AA) framework which allows it to fetch user financial information in seconds which 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 make any modification as per the recent performance and any changes in 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. FIRE dashboard – progress tracking against the plan