Connected financial planner for Indians in India and abroad
Canadian credit card rewards optimizer that matches every expense to the right card using cap-aware algorithms
Stage
Not given
Startup
Founded
Not given
Not given
Based in
SG
CA
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 Core: $0/month. Pro Automator: $7.99 CAD/month or $79.99 CAD/year (billed annually, saving 16%)
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
Automated bank sync via Plaid with read-only access
50+ Canadian credit cards from major issuers
Custom point valuations for Aeroplan, AMEX MR, and Scene+
Max AI strategist for conversational credit card advice
CSV exports and tax-time breakdowns
12-month spending and cap history 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
Only optimizer built specifically for Canadian card spending caps and reward structures
100% mathematically neutral recommendations with no affiliate bias
Dynamically reallocates spending when card caps are hit
SOC2-compliant Plaid integration with zero password storage
Free tier provides full cap-aware optimization at no cost
FinPlann
Wallet Fit