Your Money. Your Plan. Your Control.

About PlanMyPaisa

Managing money is often confusing and stressful. Most people don’t track expenses, miss hidden charges, and struggle to plan for future goals. PlanMyPaisa makes it simple — a tool that gives you clarity and control over your finances without any sales pressure.

Everything You Need to Succeed

Powerful tools to help you understand, plan, and grow your money.

Income & Expense Tracker

Log your daily spending and income to see where your money is going.

Goal Planning

Set and track your financial goals with our intuitive planning tools for better savings.

View your complete financial picture assets, liabilities, and net worth on one screen

Net Worth Dashboard

AI Insights & Suggestions

Get AI-driven tips to save more, cut unnecessary expenses, and improve your money habits.

Financial Blueprint

Create your personalized roadmap with a clear picture of your net worth, goals, and future financial path.

Smarter Money Management with AI

Beyond basic tracking PlanMyPaisa comes with powerful AI-driven tools to simplify decisions, save time, and give you deeper insights.

🧾 Portfolio Analyzer

Upload your portfolio manually or via CDSL file to get instant insights, diversification analysis, and personalized suggestions.

🤖 Mutual Funds GPT

Chat with AI to compare mutual funds, check performance, and get simple, unbiased explanations.

Filter and explore mutual funds easily by category, returns, and risk profile.

🧮 Smart Calculators

Quick tools for SIP growth, EMI, Retirement, and Goal planning instant answers in seconds.

🗺️ Financial Blueprint

Generate a personalized roadmap for your savings, investments, and goals with AI.

🔍 Mutual Fund Screener

Start Your Financial Journey in Just 3 Simple Steps

PlanMyPaisa is designed to be your DIY money management tool. No complicated setup just simple steps to take control of your finances.

1️⃣ Sign Up & Get Started

Create your free account in minutes and explore all the tools available.

2️⃣ Add Your Financial Details

Enter your income, expenses, goals, and other details into the easy-to-use dashboard.

3️⃣ Get Your Financial Blueprint

Our AI analyzes your data and gives you insights, smart reports, and a personalized financial roadmap.

Choose Your Plan

Pick the plan that suits you best

₹0/Year

• All-in-one goal planning tools

• Expense Tracker

• MF Screener

• Smart Calculators

• AI Portfolio Analyzer

• Mutual Fund GPT

• Manage goals with real-time updates

• Goal tracking dashboard & portfolio insights

• Mutual Fund Comparison Tool

• Financial Blueprint

₹1499/Year

Premium Plan

• All-in-one goal planning tools

• Expense Tracker

• MF Screener

• Smart Calculators

• AI Portfolio Analyzer

• Mutual Fund GPT

• Manage goals with real-time updates

• Goal tracking dashboard & portfolio insights

• Mutual Fund Comparison Tool

• Financial Blueprint

ℹ️ Need expert assistance? Additional charges apply.

Free Plan

What Our Users Say

What our users are saying about PlanMyPaisa.

I never realized how much I was overspending until I started using Plan My Paisa. The platform makes financial planning effortless and stress-free

Farzeen

Using Plan My Paisa has provided me with clarity and control over my finances. The tools are intuitive and empowering for self-management, simply wonderful.

Shruti

★★★★★

★★★★★

★★★★★

Plan My Paisa has completely changed the way I track my expenses. The AI insights are so simple to understand, and I finally feel in control of my personal finances. Highly recommended!

Rohit

Frequently asked questions

What is PlanMyPaisa?

PlanMyPaisa is an AI-powered financial planning platform designed to help you achieve your financial goals by enabling you to develop personalized financial plans, goal-based SIP recommendations, and real-time tracking of your progress all with zero manual intervention.

How does PlanMyPaisa create personalized financial plans?

Our platform uses advanced AI algorithms to analyze your financial goals, income, expenses, and risk preferences. Based on this data, optimized goal planning strategies are generated, tailored to your specific needs.

Can I set multiple financial goals on PlanMyPaisa?

Absolutely! Whether it’s for your child’s education, retirement, or any other future goal, PlanMyPaisa allows you to set and track multiple goals with customized plans for each.

How secure is my personal and financial data on PlanMyPaisa?

We take data security seriously. Your information is protected with bank-grade encryption and stored securely. We comply with all necessary financial regulations and privacy standards.

How can we trust the financial plan developed by AI-based software?

The financial plan developed by PlanMyPaisa is based entirely on the inputs you provide, such as your financial goals, risk tolerance, income, and expenses. The AI-powered system automates the complex processes of analyzing your data, performing intricate calculations, and determining the SIP plan. This ensures that your plan is both accurate and personalized to your specific needs, saving you time while simplifying the complexities of financial planning. The AI's role is to eliminate human error and bias, ensuring you receive a data-driven, objective financial goal plan.

How do I know if my financial plan is on track?

PlanMyPaisa provides real-time progress tracking through intuitive dashboards. You’ll receive insights, alerts, and performance metrics to ensure your plan stays on track with your financial targets.

Is PlanMyPaisa a financial advisory service?

No, it’s an AI-powered tool for expense tracking and goal planning. For investment advice, please consult a SEBI-registered advisor.

I can’t access Premium features after paying?

If you used the Free version earlier, please reach out to our team we’ll complete the verification and enable Premium access quickly.

I paid without creating a Free account. How do I log in?

Just go to the login page → tap Forgot Password → enter your mobile number → verify OTP → create a new password.
Your Premium plan will work instantly.

Know more about PlanMyPaisa

Get in Touch

Have questions or need assistance? Reach out to us for support on your financial journey.

Contact

+91- 9133 270899

Support

hello@planmypaisa.in