Connected financial planner for Indians in India and abroad
Your whole net worth on iPhone
Stage
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Founded
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Based in
SG
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Pricing model
Freemium
Freemium
Pricing
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.
Free: $0. Pro: $12.99/month or $99/year (save 36%).
Key features
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
Automatic brokerage sync through SnapTrade on Pro
Manual entry of bank, retirement, and cash balances
Keyless crypto wallet tracking by public address
Ask Ascend AI copilot for portfolio questions
Time-weighted returns vs. S&P 500 benchmark
Retirement projection with Monte Carlo scenarios
Weekly Rundown portfolio report on Pro
Up to 10-stock Watchlist with research on Pro
Real estate tracking with FHFA estimates
What makes it different
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
Read-only design means Ascend cannot trade or move money
No private keys ever required for crypto tracking
Data encrypted at rest with separate key protection
Financial data never sold to advertisers or brokers
FinPlann
Ascend