Empower Your Clients to Achieve
Their Financial Aspirations
Retirement Goal
Enables individuals to plan for a financially secure retirement with future-focused investment options.
Tax-Saving Goal
Offers tax-saving investment options like ELSS while aiming to generate long-term capital growth.
Marriage Goal
Enables users to plan for significant future milestones like weddings .
Provides corpus estimation and investment suggestions based on time horizon and expected costs..
Emergency Fund
Supports the creation of a readily accessible financial cushion to handle unexpected expenses with minimal risk.
My First Crore
Helps investors work toward their first crore through disciplined, long-term investing strategies.
Education Goal
Helps users prepare financially for education needs.
Estimates target amount considering existing corpus and expenses.
Long-Term Wealth
Designed for those looking to build sustained wealth over time through diversified mutual fund investments.
Park Your Spare Money
Ideal for parking surplus funds in low-risk instruments that offer better returns than traditional savings accounts.
EMI Calculator
Enables users to compute monthly EMI for loans based on principal, tenure, and interest rate.
Helps in budgeting and comparing different loan options before making a commitment.
Testimonials
Showcase testimonials from satisfied customers who have successfully managed and achieved their goals using your platform.
