Connected financial planner for Indians in India and abroad
Subscription clarity
Stage
Not given
Not given
Founded
Not given
Not given
Based in
SG
Not given
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 for up to 5 subscriptions. Pro is a one-time purchase on each platform (iPhone and Windows).
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
Find subscriptions from screenshots and receipts
View yearly cost across different currencies
Track upcoming renewals and price changes
Sync between iPhone and Windows via iCloud
Categorize and organize subscriptions
Read bank statements and CSV files
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
No account or bank login needed
All data stored locally on your device
One-time purchase instead of subscription for Pro
Finds subscriptions automatically from images and statements
FinPlann
Subvanta