Complete Control of your Income, Expenses, Assets, Liabilities, Insurances and Retirement

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With our unique dashboard you can view, manage and control your MONEY... from income and expenses to stocks, mutual funds, gold, FD, other assets & liabilities

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Calculate Tax on your Salary Income, Plan your Financial Goals, Child Education and Marriage

Calculate Tax on Salary

It's very easy to see what shall be the tax on your salary income after all your exemptions under various sections. Plan your goals including funds for child education and marriage

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Get Unbiased Financial Planning and Advice. Ask for Will Drafting. Use Online Locker. Explore More Now !

important features like online locker , ask money incle and many more

Our Certified Financial Planners will help you with unbiased & comprehensive financial planning and will drafting. Ask them any question on your money. Store copies of important financial documents online


financial planning for NRI.  Financial Planning For NRI's

More and more NRI’s (Non Resident Indians) and PIOs (Person of Indian Origins) are investing in India. Government of India has also made it easy for NRIs and PIOs to invest in India.

As per a report published by McKinsey, over 23 million Indians—more than the population of Australia—will number among the country's wealthiest citizens by 2025. India, the largest democracy and a booming economy has a robust GDP growth, and offers a great opportunity in equity as well as debt market. In yet another study done by International Research Journal of Finance and Economics, it has been found that the correlation of BSE with BVSP (Brazil), MXX (Mexico), FTSE100 (UK), DJIA (USA) and NASDAQ (USA) is low. Thus BSE offers attractive portfolio diversification opportunity for the investors of other countries. The debt market in India still offer better rate than its peers.

It has been observed that most of the NRI’s do not have a permanent financial planner in India. We at my money planning offer comprehensive financial planning for NRI’s (Non Resident Indians). Based on the financial goals and risk profile, we guide our clients on optimal asset allocation, and the best financial products available in the market. And since we do not charge any commission or payback from the companies, our clients are assured of the best possible and unbiased recommendations. Our financial planning services include the following:

  • Understanding your Current Financial position
  • Identifying Financial Goals
  • Cash Flow Statement
  • Net Worth Statement
  • Drafting a roadmap to achieve the desired Goals
  • Asset Allocation (Equity / Fixed Income / Bullion / Property etc…)
  • Investment Planning
  • Action Plan to meet Retirement / Living Expenses
  • Action Plan to meet Children Education / Marriage Expenses
  • Action Plan for Life Insurance needs
  • Taxation Guidance
  • Succession Planning (Drafting your WILL)
  • Research on the suitable products
  • Recommending such products
  • Follow up

Not only that, offers a unique online platform, where you can keep a record of your finances online. This includes:

  • Income
  • Investments
  • Assets
  • Liabilities
  • Expenses
  • Taxes
  • Insurances
  • Retirement Plan
  • Monetary and Non Monetary Goals
  • Reminders

And you have the facility to store copies of your investments online in “My Locker”. And ask all your queries to “Money Uncle”. So what are you waiting for? Sign Up Now or write to us at or click here Contact us to know on how we can help you.