NiveshMitra: AI-Powered Personalized Investment Advisor

About the Project

NiveshMitra is an AI-powered investment advisor designed to make financial planning personalized, accessible, and responsible. It analyzes users' financial goals, income, risk tolerance, and investment horizon to provide tailored investment guidance.

Key Features

Personalized Financial Planning: Generates goal-based investment plans tailored to individual financial profiles.
Emotion-Aware AI: Detects emotional cues such as panic and FOMO to discourage impulsive investment decisions.
Risk Profiling: Evaluates investment horizon, loss tolerance, and financial capacity to assess risk.
Interactive Growth Dashboard: Visualizes SIP investments, compound growth, and projected wealth over time.
Portfolio Allocation: Suggests diversified allocations across equity funds, debt instruments, liquid reserves, and gold.
Conversational AI Assistant: Helps users understand investment concepts through natural conversations.

Technology Stack

Frontend: React, Vite, CSS
Backend: Node.js, Express.js
Database: MongoDB
AI Integration: Groq API and large language models
Authentication: Secure cookie-based sessions and optional Google Sign-In

What Makes NiveshMitra Different?

Traditional investment tools primarily focus on financial figures and projected returns. NiveshMitra also considers the emotional side of investing. By combining financial risk assessment with emotion-aware AI, it encourages users to stay aligned with their long-term goals rather than react impulsively to market fluctuations.

Our Vision

Our vision is to make personalized financial guidance more accessible and help individuals develop disciplined, informed, and goal-oriented investment habits through AI.

Project Images

Project Banner: NiveshMitra branding and logo.
Investment Dashboard: Screenshots of growth projections and portfolio allocation.
AI Chat Interface: A demonstration of the assistant responding to market anxiety.
System Architecture: A diagram illustrating the frontend, backend, AI engine, and database.

Disclaimer: NiveshMitra is an educational project intended for demonstration purposes. It does not execute trades, guarantee returns, or replace advice from a registered financial advisor.