Digital Wealth & Asset Management App for NRIs

Ready to Use Advanced Personal Finance AI Prompt Kit for LLMs 📗

Save time with prebuilt AI prompts for investing, retirement, FIRE, budgeting & more. Download your kit today.

Early Access Bonus 🎁

First 50 Downloads get 1 month of InvestMates Pro for free

What’s Inside the AI Prompts Kit?

Inside this kit, you’ll discover:

Budget and cash flow - monthly review, cash tracker, cost control

Investing and risk - asset mix, diversification, scenario checks

NRI planning - tax, remittance, FEMA-aware prompts for US and India

Retirement and goals - SIP rules, timeline math, milestone planning

Debt and emergency - payoff strategies, safety net setup

Most people ask AI vague questions, so they get vague answers. With the right context, AI becomes useful. These prompts give proven frameworks that help you make faster, smarter money decisions.

Download AI Prompt Kit Now

Transform wealth management with digital innovation through transparent, accessible and affordable.

Registration

CIN
U72900TZ2021PTC037733

ARN
264792

DPIIT
DIPP100687

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Disclosures

By using the website/application, you indicate your understanding and acceptance of these terms and disclaimers at all times during such use. If you do not agree to these terms and disclaimers, you shall not use the same.

Imates Technology Private Limited (CIN: U72900TZ2021PTC037733) also called as "Imates" offers services through its InvestMates Tech Division - the technology-platform called as "Investmates" including tools, utilities, data analytics and automated insights in Do-it-yourself (DIY) mode, or assisted-DIY mode, through web/mobile applications to subscribed users.

Imates also offers mutual fund distribution (MFD) services through its MFD Division - registered with AMFI vide ARN: 264792, utilising the Investmates technology-platform for providing incidental advice on mutual funds. Imates is neither a SEBI-registered Research analyst nor SEBI-registered Investment adviser.

The services to subscribed users of Investmates, shall not amount to offering any kind of financial planning services or any kind of investment advisory services.

Where the investment advisory services are sought by the users/investors, Imates has associated with Hexagon Capital Advisors Private Limited (CIN: U65921KA1989PTC010140) also called as "Hexagon" a SEBI Registered Investment Adviser vide Regn. No. INA200001702 to offer such investment advisory services

Hexagon shall offer the Investment advisory services ONLY upon fulfilment of KYC, Risk Profiling and Investment Advisory Agreement sign-off by the users opting for Premium and Premium plus subscriptions. Users must pay the subscription fee / Investment Advisory fee directly to Hexagon.

Disclaimer of Warranties

The Investmates analytics, insights and any such information are intended for your use, to the extent suitable to you, your situation and case. You expressly acknowledge and agree that use of Investmates is entirely at your own risk and that such information is provided on an "as-is" and "as-available" basis, without any warranties of any kind. All express and implied warranties are expressly disclaimed in connection with the Investmates technology-platform and your use or access thereof.

Disclaimer of Market Risks

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Disclaimer of Quoted Securities

The securities quoted are for illustration only and are not recommendatory.

Disclaimer of Performance

Registration granted by SEBI, membership of BASL/BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.