What is PrimoAI

PrimoAI is your AI investment assistant, built into the portal — it understands your actual portfolio and goals, not just general financial advice.

What PrimoAI can do

• Answer questions about your portfolio — asset allocation, performance, biggest holdings, and more.
• Scan and import documents — read a CAS, NSDL/CDSL statement, or broker PDF and extract your holdings automatically. See Uploading Documents with PrimoAI.
• Suggest rebalancing — analyze your mutual fund and equity holdings and propose adjustments. See Rebalancing.
• Remember context across a conversation — so you don't have to re-explain your situation every time you ask something new.