Question 1

Is the advice personalized?

Accepted Answer

Yes — if you fill your Finance Digital Twin, Copilot uses your profile (salary, expenses, savings, goals) to tailor the answer.

Question 2

Does it replace a financial advisor?

Accepted Answer

No. It is high-quality educational guidance. For regulated advice or complex situations, consult a SEBI-registered advisor or CFP.

Question 3

Which currency does it use?

Accepted Answer

Whatever currency you set in the top bar — INR, USD, EUR, GBP, AED, and more.

Question 4

Is my conversation private?

Accepted Answer

Yes. Conversations are stored encrypted to your account; you can delete them any time from Dashboard.

AI Financial Copilot