Connected financial planner for Indians in India and abroad
Stage
Not given
Not given
Founded
Not given
Not given
Based in
AU
SG
Pricing model
Freemium
Freemium
Pricing
Simple: free; Everyday Users: $9/month or $89/year
Free forever with all calculators and financial health check. Pro from $12/month or $99/year. Advisor $99/month and Advisor Pro $299/month for financial advisors.
Key features
Visual-first design with charts instead of spreadsheets
Asset projections and growth forecasting
Real-time scenario testing with variable adjustment
Cash flow analysis and planning
Retirement drawdown planning
Loan repayment calculators
Contributions calculator
Data saved to account for Everyday Users plan
Opportunity spotting for underperforming assets
Table view for detailed year-by-year data
Free financial calculators for SIP, FIRE, retirement, EMI, tax and more
Connected financial planner tracking income, expenses, goals, assets and net worth
AI-generated personalized action plans ranked by urgency
FinChat AI planning assistant with 200 messages per month on Pro
Multi-currency support for eight currencies including INR, USD, EUR, GBP
PDF reports and scorecards for Pro users
NRI-specific tools for residential status and returning to India
What makes it different
No bank account linking required—entirely manual entry keeps data private
Real-time projection updates as you change assumptions
No jargon or complex setup required
Connected workspace where cash flows, investments, goals, loans and SIPs stay connected
Treats Indians abroad as core audience with multi-currency and residency rule support
Never connects to bank or investment accounts; data encrypted with AES-128
Recommendations follow standard financial planning order, not a generic checklist