Talk to Foliyo
Your free 5-minute wealth intro call
Speak with our AI voice assistant to get a head start on your financial journey. We'll help clarify your goals and match you with a SEBI-registered fee-only RIA tailored to your needs.
Tap “Connect” to begin
Your profile
Fills in live as you talk to Arjun
What happens on the call
Intro & goals
Tell us what you want to achieve with your wealth.
Financial snapshot
A quick look at your current savings and income.
Risk & preferences
How much risk you're comfortable with and advisor style.
Match with an RIA
We match you with a SEBI-registered fee-only RIA.
Written agreement
Formalise the relationship before receiving any advice.
How matching works
We only work with fee-only RIAs who earn no commission from product sales. They recommend direct plans only, ensuring their advice is purely in your interest.
Verify SEBI-registered RIAsFrequently asked questions
What happens on the call?
During the 5-minute call, our AI assistant will understand your financial goals, current investments, and risk appetite to help prepare your matched SEBI-registered fee-only RIA for a follow-up consultation. This is not investment advice.
Is Foliyo a SEBI-registered investment adviser?
No, Foliyo is a technology platform. We match you with independent SEBI-registered fee-only RIAs who provide the actual investment advice.
Will my call be recorded?
Yes, for quality assurance and to help your matched advisor understand your needs better, the call and its transcript are recorded with your consent.