Financial Chat — Zen Guide

Ask your portfolio anything. Get answers grounded in your documents, live market data, and regulatory sources.

What Is Zen?

Zen is Sentinel’s conversational AI. Unlike generic chatbots, Zen:

Reads your documents — CAS, AIF statements, PMS reports uploaded to the session
Searches the web — Live market data, news, SEBI circulars
Cites sources — Every answer shows where the information came from
Protects you — Guardrails prevent unauthorized advice and PII leakage

Starting a Chat Session

Click Zen Chat in the sidebar.
A new session auto-titles itself based on your first message (e.g., “Portfolio Review — Sharma”).
You can have multiple active sessions — one per client, one for research, one for internal ops.

Conversation Types

Type 1: Document Q&A

Upload a document and ask questions about it.

You: Upload CAS_2026_Q1.pdf You: “What is my largest equity holding?” Zen: “Your largest equity holding is HDFC Top 100 Fund with ₹42.3L (18.2% of total portfolio). Source: CAS_2026_Q1.pdf, Page 3, Holdings Table.”

Type 2: Portfolio Analysis

Ask comparative and analytical questions.

You: “How has my debt allocation changed since last quarter?” Zen: “Your debt allocation decreased from 34% to 28% quarter-over-quarter. The primary shift was a ₹12L redemption from SBI Magnum Gilt and a ₹8L addition to ICICI Pru Equity & Debt.”

Type 3: Market Research

Ask about market trends and macro themes.

You: “What is the current outlook for mid-cap funds?” Zen: “Mid-cap funds have seen net outflows of ₹4,200Cr in April 2026 amid valuation concerns. However, earnings growth remains strong at 22% YoY. [Source: AMFI, Economic Times, 2026-05-10]”

Type 4: Image Analysis

Upload a screenshot or photo.

You: Upload photo of handwritten portfolio notes Zen: “I can see 5 schemes listed. Would you like me to compare their 1-year returns?”

Understanding Citations

Zen uses a three-tier citation system:

Tier	Source	Trust Level
T1	SEBI, RBI, AMFI, exchange filings	Highest
T2	Financial media (ET, Mint, Bloomberg)	High
T3	General web, Wikipedia	Contextual

Click any citation to view the source snippet.

Guardrails & Disclaimers

Zen will not:

Recommend specific buy/sell actions
Predict future prices
Share client data across sessions
Generate advice without the SEBI disclaimer

Every investment-related response ends with:

“This information is for educational purposes only. Please consult a SEBI-registered investment adviser before making investment decisions.”

Tips for Better Answers

Be specific — “Compare my large-cap vs mid-cap returns” beats “How am I doing?”
Upload context — Attach the latest CAS before asking portfolio questions
Use follow-ups — Zen remembers the session context. “What about debt?” follows naturally
Check citations — Always verify T3 sources before client communication
Export threads — Use Export PDF to save client-ready Q&A summaries

Financial Chat (Zen)