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
Freemium
Freemium
Pricing
Rookie: Free. Aura: $4.95 per month or yearly at 15% savings.
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
Multi-wallet management for cash, bank accounts, and savings
Transaction tracking with categories and real-time balance updates
Monthly budget setting and spending limit monitoring
Multi-currency support with automatic FX conversion
Financial analytics and spending reports
Advanced dashboard and charts
Export to CSV
Internal transfers between wallets
Zero-based budgeting methodology
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
Free access with no app download required, runs entirely in web browser
Live FX rates for real-time multi-currency conversion
No credit card required to get started
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
FinPlann