Connected financial planner for Indians in India and abroad
View your complete financial picture from bank statements and screenshots without logging into your bank
Stage
Not given
Not given
Founded
Not given
Not given
Based in
SG
CA
Pricing model
Freemium
Not given
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.
Not given
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
Upload bank statements and screenshots for analysis
View spending across all accounts
Track savings and investments
Monitor debt
Calculate net worth
Plan for retirement
Access on iPhone, Android, and web
No bank login required
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
Upload statements without bank login access
Unified view of all financial accounts in one picture
Available across multiple platforms including mobile and web
FinPlann
MoneyLens AI