How it Works
Financial Health Check and Goal Readiness
Do you know that 97% of Indians are not aware of their financial health nor ready to achieve their future goals. Are You on track to meet your financial goals?
Enter your financial data, and get your free financial health check through our patented Personal Finance Quotient (PFQ Score) that evaluates your financial health across 45 personal finance factors. Understand your current Financial state and see it improve with our qualitative advice.
Upgrade For Your Customized Financial Plan
Get a personalized Advice generated by our patented robo advisory platform and an assigned Certified Financial Planner who will review your comprehensive plan across Expense, Tax, Risk (insurance), Goals and Investment Management and is available for you through out your life!
All This at just Rs 1000 for lifetime. (Psst….It costs more for a dinner outside!)
Get on Road to Meeting Your Goals Using Our Platform
Time to take action! Buy the recommended financial instruments through our platform and Easily track your investments with India's first realtime Goal Tracker.
We track and analyse your investment real time to make sure they are aligned to your Goals. We review and rebalance your portfolio periodically every 6 months or on basis of market driven conditions
Congrats, You have met your goal! We are happy to partner with you every step of the way till you reach all your goals.You have newer goals? Great! Let’s get cracking again.....