SysMindX FinPlanner
Intelligent Personal Financial Planner
Build a complete financial plan that fits your life — goals, insurance, investments, and beyond — without jargon or pressure.
Quiz→Profile→Plan· Free to start · ₹249 to unlock full plan
How it works
Your financial plan in three steps
Start completely free. Unlock the full plan only when you've seen your profile.
Take the quiz
Always freeFree · 5–8 minutes · No sign-up
40+ adaptive questions across 8 dimensions — risk appetite, time horizon, financial health, goals, and more.
See your profile
Always freeFree · Instant results
Your personalised investor profile with allocation pie, goal timeline, crash test, tax tips, goal buckets, and 9+ calculators — all free.
Unlock your plan
₹249 · 7-day plan₹249 · results link valid 7 days
Unlocks My Funds, SIP Planner, Goal SIP, and Fund Explorer in this session. Your results link (7 days) lets you download the PDF report as many times as you need.
No sign-up · No card · No KYC · Private
What you can do
One platform, every planning tool
Free tools you can use right now. ₹249 unlocks your personalised fund plan — results link valid for 7 days.
Risk Profile & Investor Score
40+ adaptive questions across risk appetite, income stability, insurance gaps, existing debts, and behavioural patterns — builds an investor profile unique to you.
Take the quiz →
Portfolio Analyser
Add your existing mutual fund holdings and instantly spot redundancy, AMC concentration, and missing asset classes — no broker login or account linking needed.
Analyse my portfolio →
Calculators — SIP, Inflation & More
9 tools: SIP, Goal SIP, Lumpsum, FD/RD, PPF, SSY, Inflation, Retirement Planner, and SWP Planner — plan and compare in seconds.
Open calculators →
Fund Explorer & SIP Simulator
Browse 50+ curated funds filtered by category, risk level, and AMC. Backtest any fund's monthly SIP from 2015 — see invested amount, current value, and XIRR.
Explore funds →
Built on trust
No sign-up
No account or email needed
No KYC
No PAN, Aadhaar or mobile
Private by design
Processed in your browser only
Unbiased
No commissions or sponsorships
Free to start
Pay ₹249 only for fund names
Community Q&A
Questions from the community
Real questions answered by the FinPlanner team.
FAQ
Common questions answered
Your Plan Starts Here
Answer a few thoughtful questions. Get a financial plan built around your real life — your goals, your safety net, your investments — at your pace, on your terms.
No sign-up · No card · No KYC · Always private