India's Most Intelligent Financial Planning Tool
Built on FPSB-compliant methodology used by CFP professionals and institutional wealth managers. Not a calculator — a complete financial advisory system that thinks like a 20-year veteran fund manager.
100% free · No signup · Data stays on your device · FPSB methodology
Personal Details
Let's start with the basics — this helps us tailor your plan.
Answer 5 questions — we use the FPSB-aligned risk profiling methodology.
1. If your portfolio dropped 20% in a month, you would:
2. Your investment horizon is:
3. What portion of your income can you invest monthly?
4. Which return profile do you prefer?
5. Your financial knowledge level:
Income & Expenses
Cash flow is the lifeblood of your financial plan.
Current Investments
Everything you've built so far.
Liabilities
Outstanding loans and debts.
Insurance Coverage
Protection first — before investing, ensure you're covered.
Financial Goals
What are you working towards?
Estate Planning
Protect your family's future.
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