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Mintra FinServ
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✨ Powered by AI · Free for Everyone

Financial Tools That
Actually Work for You

Get instant, personalised financial analysis from our AI — no sign-up required. All tools are free and built by SEBI registered advisors.

Our Tools

5 Free AI Tools for Your Financial Goals

Pick the tool that matches where you are today. Our AI will guide you through the entire process.

FREE 📊

SIP Readiness Index

Are you financially ready to start investing?

⏱ Takes ~3 minutes
  • Personalised readiness score out of 100
  • Analysis of income, expenses & savings rate
  • Recommended SIP amount for your goals
  • Emergency fund & debt check
  • Expert review call included
FREE 🏠

Loan Optimisation Report

Are you paying more EMI than you should be?

⏱ Takes ~4 minutes
  • Compare your rate vs current best rates
  • Balance transfer savings calculator
  • EMI reduction potential analysis
  • Prepayment impact projections
  • Refinancing eligibility check
FREE 💼

Portfolio Health Check

Is your mutual fund portfolio working hard enough?

⏱ Takes ~5 minutes
  • Asset allocation review & rebalancing advice
  • Overlap detection across funds
  • Risk vs return analysis
  • Underperformer identification
  • Goal alignment check
FREE 💰

Loan Eligibility Check

How much loan can you get and at what rate?

⏱ Takes ~3 minutes
  • Max loan amount based on income
  • Best interest rates you qualify for
  • Home, personal & business loan options
  • Document checklist for fast approval
  • Direct bank application support
FREE 👨‍💼

Talk to an Advisor

Get a personalised consultation with our SEBI-registered team

⏱ 30-minute free call
  • SEBI Registered Investment Advisor
  • Unbiased, fee-only advice
  • Comprehensive financial planning
  • Covers investments, loans & insurance
  • Serving clients across India & Middle East
MEET YOUR AI ADVISOR

One Chat.
All Your Answers.

Our AI assistant is trained by SEBI Registered Advisors and available 24/7. Just type what's on your mind — it will instantly route you to the right tool.

  • Instant responses, no waiting
  • 🔒 Fully private — no data stored
  • 🤖 Powered by Claude AI (Anthropic)
  • 📱 Also available on WhatsApp
  • 👨‍💼 Human advisor handoff when needed
🤖
Mintra AI Advisor
Online · Replies instantly
Hi! 👋 I'm your AI financial assistant. What would you like help with today?
📊 Check SIP Readiness
🏠 Optimise My Loan
💼 Portfolio Health Check
Type your question...
How It Works

Simple. Fast. Personalised.

From first message to expert insight in under 5 minutes.

1

Choose a Tool

Pick the tool that matches your need — or just chat and our AI will figure it out.

2

Answer 5–8 Questions

Our AI asks simple questions about your finances — no jargon, no complexity.

3

Get Your Report

Receive a personalised analysis with clear, actionable recommendations.

4

Talk to an Expert

Optionally, speak with our SEBI-registered advisor for a deeper review.

Mintra Financial Services Pvt Ltd · SEBI Registered Investment Advisor · 3rd Floor, S L Square Building, 301, H.No. 3/5/886 to 888, Street No. 3, Above Kia Showroom, Himayathnagar, Hyderabad, Telangana 500029
📧 connect@mintrafinserv.com · 📞 +91 88866 36600

The information provided by this tool is for educational purposes only and does not constitute investment advice. Please consult a qualified financial advisor before making investment decisions. SEBI Registration No: Visit SEBI