Private Wealth Advisory
PROYour portfolio,
precisely crafted.
A ten-minute conversation. A portfolio built for your goals, your timeline, and your appetite for risk — backed by decades of market data and institutional-grade reasoning.
An AI-powered second opinion
on your money.
The Copilot is a sophisticated AI system that asks you ten carefully designed questions about your financial life — your age, income, goals, risk tolerance, and time horizon — and returns a personalized portfolio recommendation grounded in modern portfolio theory and decades of historical market data.
No hidden fees. No AUM charges. No upsell to a human advisor trying to sell you products. Just a clear, reasoned recommendation you can take to any brokerage and execute yourself — or show to your existing advisor for a second opinion.
Why you can trust this
Transparent by design.
No data harvesting
We don't store your personal answers after the session. Your financial profile is used only to generate your strategy. Nothing is sold, shared, or used to train public AI models.
Not a brokerage
The Copilot gives recommendations — not trades. You execute at whatever brokerage you already use (Fidelity, Schwab, Vanguard, Interactive Brokers, Zerodha, etc.).
Powered by AI, not a black box
Every recommendation comes with the reasoning behind it. You can see the exact prompt and institutional logic we use to arrive at your allocation.
Backtested on real data
Your portfolio is tested against 30 years of historical market data so you can see how it would have performed through real bull and bear markets.
Not financial advice
The Copilot is a decision-support tool, not a licensed fiduciary. For complex situations (estate planning, tax optimization, business structuring), consult a CFP or CPA.
Zero AUM fees
Mondegar rejects the legacy percentage-based fee model. We provide institutional-grade research and planning for a single, transparent subscription price.
Ten minutes.
One better portfolio.
No signup. No credit card. No email. Start now.
Institutional-grade planning, made personal.
React · Backtested on 30 years of market data