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Built for Financial Advisors & CFPs

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.

See Plans & Pricing How It Works
AES-128 encrypted data
SEBI-aware AI trained on CFP framework
Cancel anytime

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

The old way
With FinPlann

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Copy-paste advice — generic templates with outdated assumptions and wrong numbers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.

1

Send Intake Form

One click sends a secure form to your client. They fill their income, assets, goals — data auto-imports into their workspace.

2

AI Generates the Plan

AI computes a health score, goal-wise SIPs, insurance gaps, and a personalized action plan — in seconds.

3

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.

Client Management

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
RS

Rajesh Sharma

Score: 72/100 · 3 action items

Active
PM

Priya Mehta

Score: 85/100 · 1 action item

Active
AK

Amit Kumar

Score: 58/100 · 5 action items

Review

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)

AI-Powered

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
AI Meeting Notes

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

S

Sharma Financial Advisors

Financial Details for Priya Mehta

Personal Cash Flows Investments Goals SIPs Insurance

Secure & Encrypted

Auto-saves as you type

Smart Intake Form

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
Reports & Portal

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
Sharma Financial Advisors
Financial Plan Report

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

₹2,999 /month

or ₹29,999/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
Sign Up & Subscribe
BEST VALUE

Advisor Pro

₹8,999 /month

or ₹89,999/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
Sign Up & Subscribe

Need custom integrations or a larger team? Contact us for enterprise pricing.

FAQ

Questions advisors ask before they switch

Couldn’t find your answer? Email us — we reply within one business day.

How are AI Action Plans different from ChatGPT or generic AI?
Every recommendation references your client’s actual numbers — their income, surplus, goals, current SIPs, insurance gaps, and tax bracket. Not a generic “invest 15% of income” template. The AI is grounded in the CFP planning framework and Indian rules (80C limits, NPS withdrawal, slab regimes), so it doesn’t hallucinate US-style 401(k) advice. You stay in control — edit any recommendation before sharing.
Does AI Meeting Notes record my client calls?
No recording, no transcription. AI Meeting Notes is pre-meeting prep — one click generates a briefing from the client’s current financial snapshot: what changed since last review, key talking points, goal status, and 3 prioritised action items. You walk into the meeting prepared in 10 seconds instead of 10 minutes. The notes auto-save against the client’s profile so they’re ready for next time.
Can FinChat see a specific client’s data? Is it trained for Indian rules?
Yes to both. When you open FinChat inside a client’s workspace, it has full context of that client’s finances — income, holdings, goals, insurance, debts. Ask “Is Rajesh’s emergency fund enough?” and you get a specific answer with numbers. Conversations are scoped per client — FinChat for Priya can’t see Rajesh’s data. It’s trained on the Indian financial framework: 80C/80D, LTCG/STCG, NPS tiers, SIP vs lumpsum, ULIP traps, advisor compliance norms.
Is this safe to use as a SEBI-registered RIA?
Yes. FinPlann is a planning and analysis tool you use to advise clients — not a robo-advisor that gives advice on its own behalf. All recommendations are reviewed and approved by you before they reach the client. Client data is encrypted at rest (AES-128) and in transit (TLS), stored in India-region infrastructure, and never sold, never used to train external models. You retain advisor-of-record responsibility — we’re the workspace.
Can I migrate existing clients from Excel?
Two ways. (1) Send them an intake form — one click emails each client a secure form they fill on mobile; data flows straight into their workspace. (2) Enter it yourself — every section auto-saves and accepts partial data, so you can populate a client in 10-15 minutes. We don’t have a CSV bulk-import yet, but if you have 20+ clients to migrate, email us and we’ll help.
Do my clients see FinPlann branding?
On the Advisor plan, PDF reports carry your firm name and logo with a small “Powered by FinPlann” footer. On Advisor Pro, reports are fully white-label — zero FinPlann mentions. The client portal can be branded with your firm name and logo on both plans; the intake form already shows your branding by default.
What happens to my client data if I cancel?
Cancel anytime from your account settings — no calls, no retention process. You can export every client’s plan as a PDF before cancellation. Your account stays accessible in read-only mode for 30 days post-cancellation so you can finish any pending exports. After 30 days, encrypted data is permanently deleted. We never hold your data hostage.
Is there a free trial?
You can sign up free and use the consumer Free plan for as long as you like — one client workspace, limited AI quota. That’s enough to run one real client plan end-to-end and see the output quality before paying. When you’re ready to add a second client, upgrade to Advisor. No credit card needed to start.

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.

Get Started Talk to Us