Can InvestMates track investments across different countries?
Yes, InvestMates allows you to view your entire investment portfolio in one unified dashboard, tracking assets in both the US and India. This includes stocks, mutual funds, retirement accounts, and real estate, providing a consolidated view for informed decision-making across borders.
Does InvestMates offer retirement planning services?
Absolutely. InvestMates provides comprehensive retirement planning tools, helping you set personalized goals and offering tailored recommendations on savings, investments, and strategies to grow your retirement corpus. It optimizes plans based on age, income, risk, and timeline, combining AI insights with expert human advisory.
What is the pricing model for InvestMates?
InvestMates offers a freemium model. You can sign up for free to access basic portfolio tracking. For advanced features like personalized AI insights, expert advisory, detailed tax planning, and comprehensive retirement strategies, premium subscription plans are available at affordable flat fees, starting at โน4,000 per year.
How does InvestMates ensure the security and privacy of my financial data?
InvestMates employs bank-level security with industry-leading encryption (TLS1.3, AES-256, SHA-256) and privacy standards. It operates with read-only access, meaning it cannot perform transactions. The platform does not store credentials, sell data, or show ads, ensuring privacy by design with no human or AI access to personal data.