| What it does | Personal portfolio manager for cash, gold & silver, stocks, mutual funds, crypto, real estate and loans
| Connected financial planner for Indians in India and abroad
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| Stage | Not given
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| Founded | Not given
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| Based in | IN
| SG
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| Pricing model | Freemium
| Freemium
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| Pricing | Free plan with limited accounts and holdings per category, manual price entry. Plus at ₹299/month or ₹2,999/year (save ~16%), or $10/month or $99/year, with unlimited accounts, live price sync, multi-currency support and PDF reports. 15-day Plus trial included with every new account, no card require
| 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.
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| Key features | - Unified dashboard for all assets—cash, stocks, crypto, real estate, loans and gold
- Broker statement import for stocks and mutual funds
- Live price synchronization for gold, stocks and crypto
- PDF net worth reports for download or email
- Bank-grade encryption and optional account details
- Family linking to view multiple accounts from one login
- Goal tracking for savings targets
- EMI and loan management with due-date reminders
| - 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
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| What makes it different | - Genuinely useful free plan that is not a crippled trial
- Built for Indian users with INR pricing, local payment options and portfolios designed around Indian financial life
- One accurate net worth across all assets automatically converted to your base currency
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 5 ● no change since last check |
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| Trust Flow (Majestic) | 17 | 26 |
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| Citation Flow (Majestic) | 9 | 25 |
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| Referring domains (Majestic) | 4 | 15 |
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FinPlann