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

Dashboard Overview

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


About Us

"Try not to become a man of success but rather to become a man of value." (Albert Einstein)

Individuals seeking financial freedom have long sought out advisors who could help guide them. For too long these advisors were only accessible by the wealthy people only. changed that.

A Certified Financial Planner ^ cm is now within reach of everyone. Financial health is no longer the privilege of the wealthiest. has been founded by a team of professional CFP's^cm (Certified Financial Professional, Financial Planning Standards Board), dedicated to help you make intelligent decisions about your money. Our experience with a diverse base of client ensures that every client is treated with high individualistic attention, patience in understanding their needs, and utmost regards to their requirements and privacy.

We believe that an effective, high quality, professional Financial Planning can be provided only through an unbiased approach. Thus our philosphy is to work on a transparent, no commission and no revenue sharing concept. That means we will not earn any commission or sales incentive from any company for providing a complete road map to your Financial Planning.

We are also committed to provide you with the best possible and the most effective investment opportunities. We assure you realistic and honest financial advice and bring a different approach to financial planning. We are driven by a sense of purpose: i.e. to empower our clients to live their lives by choice not chance.

Core Values

In order to provide the best to our clients, we observe the following core values at all level

  • Ensure utmost integrity towards our client

  • Ensure each client, irrespective of their requirements, gets maximum care

  • Ensure transparency in all our recommendations

  • Ensure continuous learning process and adaptability to the ever changing global environment

  • Ensure maximum possible results and a smiling YOU

Why Us ?

Certified Financial Planner ^ CM

Certified financial planner

CFP cm certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.

The CFP ^ cm marks are designed to readily identify CFP ^ cm professional to the public and to clearly distinguish between CFP ^ cm professional and other Financial Planners. They are international marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB Ltd.). Financial Planning Standards Board, India, is the marks licensing authority for the CFP in India, through agreement with FPSB Ltd.

Just Advice

Here's an ugly truth: Most people giving financial advice (like bankers, brokers, and insurance agents) are trying to sell you other stuff, and then get a revenue cut of what they sell you.

The only thing we sell is our advice, and the only responsibility we have is to our clients. We don't stand to gain by recommending anything other than what's right for you. And we're going to keep it that way.

White-Glove Treatment

Every client is a little bit different. No matter what your need is, your Planner will chase down the answer that's right for your situation.* Retirement Planning !! Best insurance policy suited for you !! Estate planning !! Bring it on.

Total Transparency

Our fees are always agreed with you in advance, so there's no surprises and you can always see the value to your investments of the commission savings you will be making.

Easy To Understand

We talk straight, no jargon, no complex (almost) mythology about investment and financial planning matters. All our documentation is aimed at being easy to understand.

A piece of free advice we can give you here and now: never invest in something that you don't understand. If your Adviser cannot explain the intricacies to you in plain English, then don't proceed, look's good for your wealth.