Your AI agent but you stay in control

Your AI financial advisor
and estate planner

Zoro analyzes your finances, plans your estate, and gives you regular AI-powered insights. Always transparent. Always your decision.

Free for early adopters • 10 minutes to complete

Read, React, We Learn

Get timely reminders to stay on track and accomplish your goals, simply reply to gives us feedback or update your info

How it works

1

Set your goals

Choose what matters most to you: saving, investing, home planning, insurance, tax optimization, or retirement. You decide what Zoro focuses on.

2

Get regular check-ins

Receive personalized financial insights delivered to your inbox. Each check-in includes a snapshot of your finances and actionable suggestions.

3

Reply and Zoro learns

Simply reply to any check-in email with feedback or updates. Zoro learns your preferences and adapts to your context over time.

4

Work with your SEBI-registered advisor

Your SEBI-registered advisor will guide your financial journey. Search our roster or invite yours by registration number to keep them in sync while you stay in control.

Perfect for

Busy professionals

Get quick financial insights and estate planning status without scheduling advisor meetings.

Families planning ahead

Coordinate estate planning, beneficiaries, college savings, and retirement goals all in one place.

Retirees & seniors

Review estate documents, track healthcare directives, and ensure beneficiaries are aligned across accounts.

High net worth individuals

Optimize estate tax exposure, manage trusts, and coordinate complex financial structures efficiently.

For Advisors

Bring Zoro into your advisory practice

Verify your SEBI registration, collaborate with clients in real time, and deliver AI-powered check-ins without changing your existing stack.

1.Direct access to client insights
2.White-label ready: keep your branding
3.Launch in minutes — no sales calls

Free while in beta • Verification takes under 2 minutes

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