Connected financial planner for Indians in India and abroad
Know what your cards will report before they report it
Stage
Not given
Not given
Founded
Not given
Not given
Based in
SG
Not given
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
Projects reported utilization before each statement closes
Learns each card's statement cycle from its own history
Counts recurring charges committed before the close
Per-card utilization thresholds with push alerts
Close date alerts a few days beforehand
Tracks recurring subscription charges
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
Counts recurring charges that will post before statement close
Built around statement close, not payment due date
Connects through Plaid without storing login credentials
FinPlann
Sonar