Connected financial planner for Indians in India and abroad
Stage
Not given
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Founded
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Based in
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SG
Pricing model
Paid
Freemium
Pricing
$12 one-time payment for lifetime access to all features with all future updates included. Price increases to $15 after early bird period ends. 30-day money-back guarantee included.
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.
Key features
Cross-platform support for Windows, macOS, and Linux
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
What makes it different
One-time $12 payment with lifetime access and all future updates included
Manual entry approach for increased awareness and intentional spending
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