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FinPlann vs Assetli

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

FinPlann compared with Assetli
DetailFinPlann logo FinPlannAssetli logo Assetli
What it doesConnected financial planner for Indians in India and abroad AI-powered personal finance and household management platform
StageNot given Not given
FoundedNot given Not given
Based inSG CZ
Pricing modelFreemium Freemium
PricingFree 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 (2 bank accounts, 1 property, 1 vehicle, 1 broker, £0.35 AI credit/month). Premium: £3.25/month or £38.99/year (unlimited accounts, 5 properties, 5 vehicles, 5 profiles, £2.60 AI credit/month). Max: £8.33/month or £99.99/year (unlimited assets, 15 profiles, £6.90 AI credit/month). Premium L
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
  • Bank statement import from 203 formats in 31 countries
  • Budget management with 50/30/20 or envelope method
  • Subscription and recurring payment tracking
  • Investment portfolio tracking for stocks, ETFs and crypto
  • Real estate and property valuation
  • Vehicle and valuables tracking
  • Shared expenses and bill splitting
  • AI assistant for financial questions and analysis
  • Tax orientation tools
  • Net worth calculation and tracking
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
  • Comprehensive wealth management in one app covering accounts, investments, real estate, vehicles and valuables
  • AI assistant that understands your data and answers financial questions with sources
  • Privacy-first design with EU data centers, no bank password required, and data never sold
  • Supports 203 bank statement formats from 31 countries
  • Free tier genuinely usable forever with no dark patterns
Community votes00
DR (Domain Rating by Ahrefs)5 no change since last check17 no change since last check
Trust Flow (Majestic)268
Citation Flow (Majestic)2528
Referring domains (Majestic)1536

6 details filled in for both companies.

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