ABOUT US



Started in with modest beginnings, Finplan has grown into a complete robo financial planning and investment advisor.  We ensure to cater to all your financial needs, solve related queries and dispel doubts, most efficiently.
It does not matter who you are or what your income is; whether you fall in the high-income bracket or belong to the lower rung, we will help you to figure out the best financial planning solution according to your requirements. With our guidance and planning, it becomes easier for you to invest your earnings in the right places and you can be free from all tensions, being completely sure that you are moving along the right trajectory.

 we believe that every individual deserves the best investment planning so that they can lead a hassle-free life in the present and also have sufficient reserves for future. We understand the value of your money and give your needs first priority. "Finplan"  is one of the very few robo financial planning and Investment advisor in India and your welfare is our prime motive.
The rapidly changing market scenario and the dynamic financial sector make it imperative for everyone to have a personalized plan that makes best use of one’s financial resources. The high inflation and the rising cost of living make it essential to have a proper wealth creation and management plan in place.
Our aim is to make financial planning accessible to every household and we take pride in being the pioneers in the field. We aspire to reach out to every individual looking for a competent financial planning solution and our goal is to give you right guidance that will see you through in all times.



                           A perfect blend of creativity & technical magic, to formulate a great solution
                                                                             "Finplan"

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personal finance

Bharat Shah What is Personal Finance? Personal finance is the process of planning and managing personal financial activities such as  income  generation, spending, saving,  investing , and protection. The process of managing one’s personal finances can be summarized in a  budget  or financial plan. This guide will analyze the most common and important aspects of individual financial management. Areas of Personal Finance In this guide, we are going to focus on breaking down the most important areas of personal finance and explore each of them in more detail so you have a comprehensive understanding of the topic. As shown below, the main areas of personal finance are  income , spending, saving, investing, and protection. Each of these areas will be examined in more detail below #1 Income Income refers to a source of cash inflow that an individual receives and then uses to support themselves and their family. It is the starting point for our financial planning pro