| What it does | Personal financial planning software for tech professionals
| Connected financial planner for Indians in India and abroad
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | US
| SG
|
|---|
| Pricing model | Paid
| Freemium
|
|---|
| Pricing | Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
| 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 | - Advanced tax modeling for stock options, concentrated stock, QSBS, and other complex equity strategies
- Monte Carlo simulation to stress-test plans across thousands of market scenarios
- Financial projections across decades with instant impact analysis
- Investment tracking across multiple accounts with tax treatment analysis
- AI plan review to identify gaps and risks in financial strategy
- 1:1 plan review with 60-minute focused session with team
- Financial goals management with dedicated funding strategies
- Live Q&A and learning sessions hosted twice a month
| - 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 | - Designed specifically for tech professionals with complex equity positions
- Entirely user-supported with no affiliate marketing, third-party compensation, or product commissions
- Forward-looking financial planning application rather than just spending tracking
- Models complex tax implications including Roth conversions, QCDs, IRMAA, and RMDs
| - 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
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 12 ▼ −1 (down) since last check | 5 ● no change since last check |
|---|
| Trust Flow (Majestic) | 10 | 26 |
|---|
| Citation Flow (Majestic) | 19 | 25 |
|---|
| Referring domains (Majestic) | 54 | 15 |
|---|
Nauma
FinPlann