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Simplify Money: AI In Finance

Simplify Money: AI In Finance

Stocks, MF, SIP, Gold, Expense

2 ratings
5 reviews
📚 Education
💰 Finance
Free

Details

Released
September 16, 2024
Updated
November 7, 2026

Features

Developer

TURVAS TECHNOLOGY SOLUTIONS PRIVATE LIMITED
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About

This app helps you reach your financial goals with AI-powered investment advice and consolidated tracking of all your assets. It also offers a conversational approach to filing your income tax returns.

✓AI investment advisor for portfolio growth
✓Consolidated net worth and holdings tracking
✓Conversational income tax return filing
✓Mutual fund and digital gold investment
✓Progress tracking towards financial goals
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What's New in Simplify Money

4.8.1

November 7, 2026

- Path to a ₹10L portfolio: new guided plan and levels to help you reach a ₹10 lakh portfolio. - Faster onboarding & levels: optimized sign-up and level progression to get you investing sooner. - Simplified mutual fund flow: easier, faster MF investments (lumpsum & SIP). - SEBI RIA license declaration: added regulatory disclosure for greater trust. - Grant consent to mutual fund distributors: optionally allow MFDs to view your portfolio holdings. - UX enhancements & bug fixes for a smoother experience.

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User reviews

Most RecentHighest RatedLowest Rated

Special for developer

This my suggestion that McQ type learning too boring so make something revolutionary in learning that make user enjoy and excited, focus on improving overall gaps and tell me in future will you apply subscription base model
RMRaimal me

Amazing app!

One stop app to understand your financial health, plan for goals, get help in executing and acheiving those goals and on top of it Kuber.AI to advice you based on your financial health.
GMGaurav Mazra

Loved it!

Simplify Money provides helpful insights that make it easier to make smarter financial decisions. Love this app!
S0Sarthak 03

Nice & Simple

Simple AI powered app to manage all your financials in one place without talking to a person.
AAni-M4

Super simple way to get my answers

My biggest problem with getting advice has been to bring people upto speed about my financial health. Kuber ai makes it simple.
Ssubhabrat

FAQ

What is Simplify Money's primary goal?

Simplify Money aims to help users reach their first ₹10 lakh portfolio with the assistance of an AI investment advisor. It provides a personalized plan based on risk profile and investment capacity.

How does Simplify Money help track investments?

You can connect bank accounts, mutual funds, stocks, fixed deposits, and digital gold to see a live net worth and consolidated holdings across all brokers in one place.

Can Simplify Money help with tax filing?

Yes, the Tax Pilot feature guides you through filing your Income Tax Return (ITR) in a conversational manner, pulling your details and confirming them before filing.

What types of investments can be made through Simplify Money?

Users can invest in mutual funds and digital gold. These are distributed by Simplify Money Private Limited, an AMFI-registered Mutual Fund Distributor.

Is Simplify Money free to use?

Yes, Simplify Money is available for free. The app does not contain advertisements.

What devices does Simplify Money support?

Simplify Money is available on iPhone and iPod. It is rated for ages 4 and up.

How often is Simplify Money updated?

The latest version is 4.8.1, last updated on November 7, 2026. This indicates a commitment to ongoing development and maintenance.

What are the registration details for the advisory service?

The advisory service is provided by KuberAI (Turvas Technology Solutions Private Limited), a SEBI approved Investment Adviser with registration number INA000023728. Their registration is valid until November 6, 2026.