planmypaisa

Your Money

Your Plan Your Control |

PlanMyPaisa is a do-it-yourself personal finance tool that aims to assist you in tracking your expenses, setting financial objectives, and comparing investments-all within a single, easy-to-use platform.

Your Money

Your Plan Your Control |

PlanMyPaisa is a do-it-yourself personal finance tool that aims to assist you in tracking your expenses, setting financial objectives, and comparing investments-all within a single, easy-to-use platform.

Take Control of Your Financial Future

Track expenses, set smart goals, and grow your money effortlessly all in one powerful platform.

Take Control of Your Financial Future

Track expenses, set smart goals, and grow your money effortlessly all in one powerful platform.

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.

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.

Premium Features

Everything You Need to Succeed

Powerful tools to manage and grow your finances effortlessly

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

Net Worth Dashboardh

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

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.

Get Started Free

Powerful Features
Intelligent Bot for Platform

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Deliver Accurate Support Through Intelligent Conversations

AI-Powered Customer Conversations

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Instant 24/7 Customer Support

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Multi-Channel Messaging Support

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No-Code Workflow Builder

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Connect Your Support Tools Seamlessly

Bring all your communication channels and platforms together to keep conversations flowing without disruption or manual switching.

Adapt Your Support Bot Without Technical Skills

Easily adjust replies, workflows, and behavior through a simple interface—no coding or development knowledge.

Increase Engagement And Conversion Opportunities

Turn support conversations into meaningful interactions that guide users, build trust, and encourage confident decisions.

Protect Conversations With Enterprise-Grade Safeguards

Ensure customer data remains secure with advanced protection, compliance-ready infrastructure, and scalable security controls.

Intelligent Support Solutions - Built For Modern Teams

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Support Customers Across Every Channel

Engage users wherever they reach out, ensuring consistent and reliable assistance across all communication platforms.

Automated Support That Reduces Manual Work

Let AI handle repetitive inquiries and routine tasks so your team can focus on complex customer needs.

Real-Time Assistance Without Delays

Deliver instant responses around the clock to keep customers supported at every moment.

Centralized Insights For Better Support Decisions

Collect and analyze support data from all channels to continuously improve service quality.

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.

Sign Up & Get Started

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

Add Your Financial Details

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

Get Your Financial Blueprint

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

Value Based Pricing

Plans - Built For Growth

Pick the plan that suits you best

Free Plan

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
Personal Accidental Cover *

Premium Plan

1499
/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
Personal Accidental Cover *

Secure Plan

1899
/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
Personal Accidental Cover *

What Our Users Say

What our users are saying about PlanMyPaisa.

Need Help? We’ve Got Answers

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.

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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.

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.

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.

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.

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

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.

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

Connected Platforms: For Faster Customer Support

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Progressive Machine Learning Solutions

The Epicenter of Machine
Learning Excellence

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.

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.

Mutual Funds GPT

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

Mutual Fund Screener

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

Mutual Fund Screener

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.

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.

Financial Blueprint

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

Get in Touch with
Us Anytime!

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

Contact us:

+91- 9133 270899

Email:

hello@planmypaisa.in

Contact Us!

Never Miss Updates
Straight To Your Inbox Smarter And Faster

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