Connected financial planner for Indians in India and abroad
Stage
Established
Not given
Founded
2021
Not given
Based in
DE
SG
Pricing model
Freemium
Freemium
Pricing
Seedling: Free. Strategist: 5€/month (16% off yearly, 2 months free). Oracle: 15€/month (16% off yearly, 2 months free).
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
Portfolio tracking across multiple brokers and asset classes
AI-powered portfolio optimization
Scenario simulations and stress testing
1-year asset forecasts
Dividend tracking and forecasting
Access to 100,000+ stocks and ETFs
30 years of historical asset data
ETF comparison tool
Portfolio benchmarking against indexes
Backtesting tool
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
All investments in one unified platform across brokers
AI-powered insights designed for retail investors
Bank-level security with no storage of broker credentials
Institutional-grade models accessible to individual investors
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