The only planning tool
with AI built in.
Complete financial plans for every client in minutes — AI-generated action plans, AI meeting notes, unlimited FinChat, branded reports, and a client portal. All for less than what one client session costs.
The Problem
You became a CFP to advise,
not to wrestle spreadsheets
Indian advisors burn 3–5 hours per client on spreadsheets, formatting, and follow-ups. FinPlann collapses that into minutes.
Time per plan
4 hrs → 30 min
Manual formulas
30+ → 0
Client sharing
WhatsApp → Portal
Spreadsheet entry — hours per client on formulas, formatting, and manual typing
Smart intake forms — clients fill their details; data flows straight into their workspace
Copy-paste advice — generic templates with outdated assumptions and wrong numbers
AI Action Plans — CFP-grade, personalised recommendations referencing each client’s real data
Last-minute prep — re-reading old notes 10 minutes before every review call
AI Meeting Notes — one-click prep with talking points, goal status, and action items
Generic PDFs on WhatsApp — no branding, looks amateur next to larger firms
Branded reports — your firm name, logo, and colours; fully white-label on Advisor Pro
“Send me my plan again?” — clients ping you for basic info every few weeks
Client portal — clients view their plan, score, and recommendations anytime. You control access.
Research bottleneck — Googling fund categories, tax rules, and Indian norms every day
FinChat AI — ask anything about a client’s finances or Indian rules; instant CFP-aware answers
The result: more clients served, better plans delivered, zero spreadsheet fatigue.
How It Works
Three steps from client to plan
No onboarding calls. No setup fees. Send your first plan today.
Send Intake Form
One click sends a secure form to your client. They fill their income, assets, goals — data auto-imports into their workspace.
AI Generates the Plan
AI computes a health score, goal-wise SIPs, insurance gaps, and a personalized action plan — in seconds.
Deliver & Follow Up
Generate a branded PDF, prep for meetings with AI notes, track action items, and keep clients engaged.
Features
Everything you need to run a modern practice
Built on the same engine as Consumer Pro+ — but designed for advisors managing multiple clients.
Multi-client profiles with dedicated workspaces
Each client gets their own complete financial workspace. Income, expenses, investments, goals, insurance, debts — everything organized in one place. Switch between clients instantly.
- Separate workspace per client with full financial data
- Financial health score auto-calculated per client — plus green/yellow/red dots to spot stale profiles at a glance
- Pipeline view — track clients through 6 stages (New Lead → Review). Kanban or list.
- Categorised notes & action items per client (General, Recommendation, Follow-up, Meeting)
- Multi-currency for NRI clients — INR, USD, EUR, GBP, SGD, AED, CAD, AUD with daily exchange rates
- Up to 50 clients on Advisor, unlimited on Advisor Pro
Rajesh Sharma
Score: 72/100 · 3 action items
Priya Mehta
Score: 85/100 · 1 action item
Amit Kumar
Score: 58/100 · 5 action items
AI Action Plan — Rajesh Sharma
Increase term cover to ₹1.5 Cr (currently ₹50L, needs 15x income)
Build emergency fund — current ₹80K covers 1.2 months (need 6 months)
Start SIP of ₹15K/mo in equity funds for retirement goal (₹3.2 Cr shortfall)
Unlimited AI action plans & FinChat
This is what sets FinPlann apart from every other advisor tool. AI analyses each client’s complete financial data and generates CFP-grade recommendations — in seconds, not hours.
- AI Action Plans — personalized recommendations per client
- FinChat — ask anything about a client’s finances, get instant answers
- Insurance gap analysis, goal shortfall detection, SIP suggestions
- Unlimited usage on all advisor plans — no caps, no throttling
Walk into every client meeting prepared
One click generates meeting prep notes from the client's full financial snapshot — what changed, key talking points, goal progress, and action items. Never open a meeting unprepared again.
- Auto-generated snapshot: income, expenses, surplus, score
- "What stands out" — AI identifies key issues instantly
- Goal status summary with specific shortfall amounts
- 3 prioritized action items per client, auto-saved as notes
Meeting Prep — Priya Mehta
Snapshot
Income ₹1.8L/mo · Surplus ₹65K (36%) · Score 85/100
What stands out
• On track for retirement — ₹3.2Cr by 2045
• Health cover ₹5L — needs bump to ₹15L
• No nominee set on 3 investments
Action items
1. Upgrade health policy to ₹15L family floater
2. Set up nominees across all 3 funds
3. Start Step-up SIP ₹5K in flexi cap
Sharma Financial Advisors
Financial Details for Priya Mehta
Secure & Encrypted
Auto-saves as you type
Stop chasing clients for spreadsheets
Send a branded, mobile-friendly intake form to any client. They fill their financial details securely — the data flows straight into their workspace. No more email attachments, no re-entry.
- One-click secure form link emailed to clients
- Auto-save on every keystroke — clients can pause & resume
- Import partial data even if client hasn't finished
- Mutual fund search with auto-category detection
- Resend reminders with one click; link expires in 14 days
Branded reports & a client portal they’ll love
Generate professional PDF reports with your firm’s logo in one click. Or give clients access to a read-only portal where they can view their plan, score cards, and recommendations anytime.
- PDF reports with your firm name and logo
- White-label option — remove all FinPlann branding (Advisor Pro)
- Client portal with email invite — read-only, you control access
- 30+ built-in calculators (SIP, FIRE, NPS, Term, Health, Tax Optimiser) — share results via branded links
- Encrypted by default: AES-128 at rest, TLS in transit, no ads, no data selling
Client
Priya Mehta · Age 34
85
Health Score
₹42L
Net Worth
1
Action Items
Pricing
Simple pricing. No hidden fees.
Both plans include everything in Consumer Pro+ plus unlimited AI. Pay annually, get 2 months free.
Advisor
or ₹49,999/year
Solo advisors getting started.
- Up to 50 clients
- 200 AI Action Plans / month
- 1,000 FinChat queries / month
- 5 AI Meeting Notes / month
- All core features — intake, notes, branded PDFs, client portal
- Email support
Advisor Pro
or ₹1,49,999/year
Growing firms serving dozens of clients.
- Unlimited clients
- Unlimited AI Action Plans & FinChat
- Unlimited AI Meeting Notes
- White-label reports (no FinPlann branding)
- Priority support
- Team seats (up to 5) — launching soon
- Everything in Advisor
Need custom integrations or a larger team? Contact us for enterprise pricing.
Ready to modernize your practice?
Join advisors who are building better financial plans in less time. Start with the Advisor plan today — upgrade anytime as your practice grows.