Free · Personalised · For Every Country
Be Your Own
Master
Your Money. Your Rules. Your Future.
"The best time to plant a tree was 20 years ago. The second best time is right now. Five minutes from today, you will have a complete financial life plan built just for you."
Works for 50+ countries
Built on globally recognised financial planning frameworks
Investments, home, loans, insurance & retirement
100% private — nothing leaves your device
Completely free · No sign up
Principles drawn from decades of global financial research
🏛 International financial planning standards USA
🌍 Holistic Planning Principles
📐 50/30/20 Budget Rule
🐢 Debt Freedom Baby Steps
🦁 Long-Term Wealth Principles
🇮🇳 India-Specific Guidance
📊 Retirement 4% Rule
Your Mentors

Proven Financial Principles — Taught Free to Everyone

This planner teaches you the same financial principles that professionals use — principles drawn from decades of peer-reviewed research, global best practices and proven real-world results. Professionals charge ₹5,000–₹50,000 per hour. Now available to everyone, free.

6-Step Model
🏛
Internationally Recognised Planning Framework
International Financial Planning Standard
The gold standard of financial planning. 6 steps: Define relationship → Gather data → Analyse → Create plan → Implement → Monitor. Used by 95,000+ certified planners across 27 countries. Every section of your plan follows this framework.
Holistic Model
🌍
FPSB Global Standard
Financial Planning Standards Board
Holistic planning covering cash flow, risk management, tax optimisation, investment, retirement and estate planning. Applied in India, USA, UK, Singapore, Australia and 24 more countries. Your plan adapts to your country's specific rules.
Budgeting Model
📐
Elizabeth Warren's 50/30/20
Harvard Law Professor · US Senator
The world's most taught personal finance rule. 50% needs, 30% wants, 20% savings. Simple enough to use tomorrow, powerful enough to build real wealth over decades. This framework forms the foundation of your budget plan.
Debt Freedom
🐢
Dave Ramsey Baby Steps
Author · Financial Educator USA
7 baby steps followed by 10 million+ families to eliminate debt and build lasting wealth. From "save ₹1,000 emergency fund" to "build generational wealth" — a proven step-by-step path that works for anyone, anywhere.
Wealth Principles
🦁
Warren Buffett Principles
CEO Berkshire Hathaway · World's Greatest Investor
"Do not save what is left after spending. Spend what is left after saving." Low-cost index funds, long-term compounding, avoiding debt, living below your means. Simple truths that create extraordinary wealth over time.
4% Rule
📊
William Bengen's 4% Rule
Financial Advisor · MIT Engineer
After 30 years of historical research: withdraw 4% of your retirement corpus annually and your money lasts 30+ years. This means you need 25× your annual expenses saved to retire. Your retirement number is calculated using this Nobel-referenced research.
India Framework
🇮🇳
SEBI RIA Standard
Securities & Exchange Board of India
India-specific framework: PPF, NPS, ELSS, Nifty 50 index funds, term plans, health cover, emergency FD. Goal-based investing aligned with India's tax laws, 80C/80D deductions and investment ecosystem. Used by SEBI-registered investment advisors.
Housing Model
🏠
financial planningB Housing Affordability
Consumer Financial Protection Bureau USA
Home should cost 3-5× annual income. Monthly EMI should not exceed 28-35% of gross income. 20% minimum down payment. These rules apply globally — they prevent the #1 financial mistake: buying more home than you can afford.

Tell Me About Yourself

5 honest questions. Your complete, personalised financial life plan will be ready in 30 seconds.

Step 0 of 5 — Answer each question below
Question 1 of 5 — Location
Where do you live and earn?
This sets your currency, investment products, tax rules and country-specific guidance throughout your plan.
Question 2 of 5 — Age
How old are you?
Your age determines your risk appetite, investment time horizon and the urgency of each financial decision.
30
📈 Growth Phase — Accelerate your wealth now
182535455570
Question 3 of 5 — Income
What is your monthly take-home income?
After all taxes and deductions, what amount actually reaches your bank account every month?
Why take-home? We use take-home income because that is the money you actually control. Gross income includes taxes you cannot invest. Your real financial power is your net income.
Question 4 of 5 — Your Situation
Which of these apply to you?
Select everything that matches your current situation. Be completely honest — this plan is only for you and nothing leaves your device.
Question 5 of 5 — Savings Capacity
How much can you save every month?
After rent, food, EMIs, utilities, transport and all expenses — how much is genuinely left that you could save?
20%
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0%10%20%35%50%70%
International planning standard: Minimum 20% of take-home income. If that feels impossible right now, start with whatever you can — even 3% or 5%. The habit matters more than the amount. You can increase by 1% every 3 months until you reach 20%.
Analysing your profile...

Applying 7 globally recognised financial planning frameworks to your personal numbers

Running 6-step financial planning analysis...
Calculating your 50/30/20 budget allocation...
Building investment plan with 110 − Age rule...
Computing retirement corpus using 4% rule...
Personalising for your country...
Preparing your complete action plan...

Your Financial Life Plan

📊
Your Financial Snapshot
Where you stand today — honest, clear, with no jargon
💡
Your Budget Blueprint — 50/30/20 Rule
Based on Elizabeth Warren's Harvard-backed framework, personalised for your income
🏦
🛡
Financial Safety Net — Non-Negotiable First Steps
International planning standard: These must be in place before any investment. No exceptions.
📈
Your Investment Allocation Plan
Based on FPSB 110 − Age rule, your risk profile and savings capacity
Asset Class%Monthly AmountWhere to InvestExpected Return
🌅
Your Retirement Freedom Number
Calculated using William Bengen's 4% Rule — the gold standard of retirement planning

Retirement Corpus Analysis — William Bengen 4% Rule (25× Annual Expenses)

🎯
Your 30-Day Action Plan
Do these in order. The most urgent actions are listed first. Start today — not tomorrow.
Certified Models

9 Proven Financial Planning Principles Behind Your Plan

Every recommendation in your plan is backed by globally certified financial planning research — the same models professional advisors use.

🔢
Rule of 72
International Planning Standard · Universal
Divide 72 by your expected return rate to find how many years it takes for your money to double. The most powerful number in personal finance — understand this and you understand compounding.
72 ÷ 12% = 6 years to double your money
📐
50/30/20 Rule
Elizabeth Warren · Harvard Law
50% of take-home income for needs, 30% for wants, 20% for savings and investments. Works for any income level in any country. The budget that requires no willpower once automated.
Monthly income × 20% = Minimum savings
📏
110 Minus Age Rule
FPSB Investment Framework · Global
Subtract your age from 110 to get your equity percentage. At 30, put 80% in equity. At 50, put 60%. As you age, automatically reduce risk. Your allocation shifts with you.
110 − Your Age = % to invest in equity
🚨
Emergency Fund First
Dave Ramsey Baby Step 1 · USA
Before any investment, build 6 months of expenses in a liquid, safe account. This is your financial immune system. Without it, one crisis can undo years of progress.
Monthly expenses × 6 = Emergency target
🛡
10x Insurance Rule
International Life Planning Standard
Term life cover should be 10-12 times your annual income. This ensures your family maintains their current lifestyle for 10+ years if you are no longer there to provide.
Annual income × 10 = Minimum term cover
🏔
Debt Avalanche Model
financial planningB Consumer Finance · USA
Pay minimums on all loans. Put every extra dollar toward the highest-interest-rate loan first. Mathematically eliminates the most debt in the shortest time with least total interest paid.
Extra money → Highest interest rate loan
Debt Snowball Model
Dave Ramsey Baby Step 2 · USA
Pay minimums on all loans. Put every extra dollar toward the smallest balance first. Each loan eliminated releases its minimum payment for the next. Psychological momentum keeps you going.
Extra money → Smallest balance loan first
🎯
25x Retirement Rule
William Bengen 4% Rule · MIT
You need 25 times your annual expenses saved to retire. Withdraw 4% per year and your money lasts 30+ years. Based on 30 years of historical market data across all economic cycles.
Annual expense × 25 = Retirement corpus
🏠
3-5x Home Affordability
financial planningB Housing Standard · USA
Home should cost 3-5 times your annual income. Monthly EMI maximum 28-35% of gross income. Exceed this and the home owns you instead of you owning the home.
Annual income × 4 = Safe home budget
Financial Wisdom

6 Rules That Change Everything

Simple truths that compound into extraordinary outcomes when applied consistently over time.

Rule of 72
The Doubling Rule
Divide 72 by your return rate to find how long it takes your money to double. Understand this one rule and you will never again underestimate the power of compound interest.
₹1 lakh at 12% return → ₹2L in 6 years → ₹8L in 18 years → ₹32L in 30 years
50/30/20
The Budget That Works
50% needs, 30% wants, 20% savings. Works for a ₹20,000 salary or a ₹2,00,000 salary. Once automated, this budget runs itself without willpower.
₹60,000 income → ₹30K needs + ₹18K wants + ₹12K savings — every month, automatically
110 − Age
The Equity Rule
Subtract your age from 110 to get your equity allocation percentage. Young investors can take more risk because time corrects mistakes. Older investors need capital protection.
Age 25: 85% equity, 15% debt. Age 45: 65% equity, 35% debt. Age 60: 50% equity, 50% debt
6-Month Fund
The Emergency Rule
Before investing a single rupee anywhere else, save 6 months of total expenses in a completely liquid, completely safe account. This is your financial immune system.
Monthly expense ₹40,000 → Build ₹2,40,000 before any investment. Non-negotiable.
10× Cover
The Insurance Rule
Your term life insurance should be 10 times your annual income. A 30-year-old earning ₹6L/year needs ₹60L term cover — this costs approximately ₹600-800/month only.
₹6L annual income → ₹60L term cover → costs ₹7,000-9,000/year. Your family's security for the price of dinner.
Start at 25
The Time Rule
Starting at 25 vs 35 creates a 3× difference in retirement wealth. The first 10 years of compounding are the most powerful. Time is the one thing you cannot buy back.
₹5,000/month SIP at 25 → ₹3.5 crore at 60. Starting at 35 → only ₹1.2 crore. Same money, different start date.
Country Guide

Best Investments by Country

Every country has different tax-advantaged accounts, retirement systems and investment products. Here is what works best where you live.

CountryTax-Advantaged AccountBest Index Fund / ETFRetirement AccountEmergency Fund
🇮🇳 IndiaELSS (80C save tax) + PPFNifty 50 Index Fund (UTI/HDFC/Nippon)NPS Tier 1 + PPF comboLiquid mutual fund or FD
🇺🇸 USA401(k) up to $23,000 + Roth IRA $7,000a broad S&P 500 or total market index fund401(k) + IRA + HSA triple benefitHYSA at Ally, Marcus (4-5% APY)
🇬🇧 UKStocks & Shares ISA (£20,000/year)Vanguard FTSE All-World AccWorkplace pension + SIPPCash ISA or easy access savings
🇦🇪 UAENo income tax — maximise all savingsa globally diversified index fund via any international brokerSelf-funded — invest aggressively globallyUAE bank savings account
🇸🇬 SingaporeSRS (Supplementary Retirement Scheme)STI ETF / Vanguard via FSMOneCPF + SRS combinationgovernment savings bonds or T-bills
🇦🇺 AustraliaSuperannuation (11.5% mandatory)VAS (ASX 200) + VGS (global)Super + SMSF for high earnersMortgage offset account or HISA
🇨🇦 CanadaTFSA ($7,000/yr) + RRSP (18% income)XEQT or VEQT (all-in-one ETF)RRSP + CPP + OAS combinationEQ Bank HISA (3-5% rate)
🇩🇪 GermanybAV (employer pension) + RiesterVanguard FTSE All-World via brokerDeutsche Rentenversicherung + privateTagesgeld account (3-4% interest)
🇯🇵 JapanNISA (¥3.6M/year, tax-free)eMAXIS Slim All Country via SBIiDeCo personal pensionJapan Post savings account
🇲🇾 MalaysiaEPF (mandatory 11%) + PRSIndex funds via FundsupermartEPF + Private Retirement SchemeFixed deposit at any licensed bank
🇵🇭 PhilippinesSSS + Pag-IBIG + GSISFMETF (PSE index ETF)SSS pension + voluntary investmentsHigh-interest savings at Tonik / GCash
🌍 OtherCheck local retirement account optionsMSCI World ETF via local brokerEmployer pension + private savingsHigh-yield savings at local bank

One Decision Can Change
Your Entire Future

The wealthiest people are not the ones who earned the most. They are the ones who started earliest, stayed consistent, and made one key decision — to take control of their own financial destiny. That journey begins with an honest plan.

No sign up required
Works for 50+ countries
100% private — stays on your device
Backed by 7 financial planning frameworks
Completely free forever