Connected financial planner for Indians in India and abroad
Stage
Not given
Not given
Founded
2023
Not given
Based in
US
SG
Pricing model
Free trial
Freemium
Pricing
Free 35-day trial with no credit card required. After trial: $7 per month or $50 per year (40% discount over monthly plan).
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
Auto-reconciliation of account balances
Real transaction names via email cross-reference
Zero-based budgeting
Custom budget categories
Bank account connection
Keyboard accessibility
Mobile web browser support
Transaction categorization and review
SOC-2 certified servers with industry-leading encryption
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
Built by former YNAB users who wanted a simpler alternative
No funding, no brand deals, independent team focused on helping people
Friendly, realistic approach without forcing strict methodology
No credit card required for free trial
Never sells user data
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
Ranger
FinPlann