The Holistic Financial
Planning OS.
Patented tech - Consumer app, advisor desk, enterprise layer — all in sync, all live.
Tracked Users
Assets Tracked
Goals Planned
Dynamic financial plans
on the go.
Agentic AI drafts a full household financial plan in minutes — always in sync between client and advisor.
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Advice that executes
itself.
KYC, payments, MF execution, portfolio pull — wired directly into the AI agent. Advice becomes a transaction, instantly.
Built on India's financial infrastructure.
CFP-grade Intelligence.
Every advisor review becomes training data — a first-of-its kind patented experience that scales to millions effortlessly.
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One live picture, for client and advisor.
Net worth, assets, spends, investments and financial goals, tracked in real time — seamlessly.
Built in-house by founders, experts in finance, product and tech alike
2-person power team. Validated by WEF, Forbes, Goldman Sachs 10,000 Women, UBS Female Founder Project, and Stanford Seed.
Success
Stories
Hear what our users have to say about their experience with Moneyplanned
"I was always intimidated by the idea of investing and financial planning. But with MoneyPlanned, everything is so straightforward and easy to use. It's like having a personal financial advisor right at my fingertips! I can now confidently plan and track all my financial goals, and I've even started investing for my future. Thank you, MoneyPlanned, for making something so overwhelming seem so simple!"
Featured In
Moneyplanned has been recognized by leading financial publications and media outlets
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Join lakhs of users who trust Moneyplanned for their financial planning needs