Building your Financial Ground Truth in 7 steps.
Age, dependencies, and core life goals.
Salary, side-hustles, and active business inflows.
Local-only parsing of bank statements for needs audit.
Registry for Stocks, Mutual Funds, and Gold holdings.
Tracking active loans and existing insurance covers.
Residential status and applicable tax exemptions.
Final audit of ground truth before dashboard activation.
Privacy Standard
Bank statements are parsed entirely in your browser. Trezoriq never transmits raw financial documents to any server. Your privacy is hard-coded into our architecture.
~12 Minutes