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Personalised financial planning, investments & automated tracking
Plan Your Life, Not
Just Your Finances
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Planned goals
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Active users
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App rating
How We Help You In Achieving Goals
Plan your goals
Our all-in-one platform streamlines planning for short-term & long-term goals, so you can achieve your dreams without breaking a sweat. Say goodbye to financial stress and hello to financial freedom!
Invest in
the best
Premium multi-asset portfolios personalised for your goals to get maximum returns with minimum risk.
Achieve goals
with ease
Reaching your goals is a breeze with us. Make your financial dreams a reality with our top-notch tech.
Track all
your money
All your finances in one place - investments, bank savings, retirement planning, loans, banking, credit cards & more.
Powering your Success with Stellar Partnerships
Calculate How Far You Can Go With Us
With MoneyPlanned, staying on track for your goals is easier than ever. Slide below to see how many goals you can achieve easily with a monthly saving habit in just
5 years
STEP 1
Select your goal
STEP 2
Customise Investment Portfolio
STEP 3
Automate investing
You can get started without any previous investment experience
Invest your way to financial freedom
Sign Up In Just
2 Minutes
Goal Setting In Just 3 Steps
Retirement planning
Don’t leave your golden years to chance! Our retirement planner, designed by experts, makes it easy to plan for the future and retire in style. Get a clear picture of your corpus with our best-in-class platform.
Tax Saving
Say goodbye to tax season stress! Our tax-saving tool helps you maximize your savings and keep more money in your pocket. We’ll make sure you never miss a deduction and make smart tax-saving investments.
Clear Debts
Ready to take control of your finances? Our debt-clearing planner creates a personalised plan to tackle debt head on. It empowers you to pay off debts faster and track progress. Say hello to a debt-free future.
Explore Our Tailored
Financial Planning Solutions
Experience Effortless Money Management
Free financial planning
Comprehensive planning for your short and long term goals at no cost
Investment advisory
Personalised mutual fund portfolios for your goals and risk profile.
Automated tracking
Track everything right from expenses, investments and credit cards.
Financial health score
A 360-degree view of your financial health and tracking over time.
MoneyPlanned in the spotlight
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Nirupama
Senior Manager, ICICI Bank
" Excellent online platform for planning all your financial goals. Just a few clicks instead of a plethora of boring documents. MoneyPlanned helps get your financial dreams perfectly planned out. For anything money, be it checking my spends or making investments, MoneyPlanned is my go-to app. MoneyPlanned has definitely made me more confident in my financial decisions. "
Anamika T Chada
Head of HR (PVH Corp, Ex-NIke)
" 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!"
Satvik
Investment Analyst
"As a busy professional, I don’t have a lot of time to dedicate to financial planning. But with MoneyPlanned, it’s easy to manage all my finances in one place. I can track my spending, plan for retirement, and even invest with just a few clicks. Plus, the interface is so user-friendly that it doesn’t feel like a chore. MoneyPlanned has helped me feel more confident about my financial future, and I would recommend it to anyone looking for an all-in-one financial planning tool.
Bharath
Entrepreneur
“I never thought I would enjoy tracking my net worth, but MoneyPlanned has made it so easy and even fun! Seeing my progress over time has been incredibly motivating, and I love that I can link all my financial accounts to get a complete picture of my finances. The personalized investment recommendations are also a great feature - I feel like I’m getting expert advice without having to pay for a financial advisor.”
Teja
Product Manager, JPMC
"I never realized how much money I was wasting until I started using MoneyPlanned. The budgeting tools have been a game-changer for me, and I now have a better understanding of where my money is going each month. I’ve been able to make smarter financial decisions, and my bank account is definitely thanking me for it. If you’re looking to get your finances in order, MoneyPlanned is the way to go!"