Plan every client's goals, and give them a clear financial health report.
Enter a client's goals and income, and FinClarus plans every goal and builds a complete financial health report, with a health score, goal-wise SIPs and clear figures, ready in minutes.
No card needed. Reports in your client's language.
Show clients their money compound.
Investing ₹50,000 a month, growing at 12% a year, could reach
in 20 years. Drag the sliders, and FinClarus shows clients the difference starting today makes, goal by goal.
That is ₹3.4 Cr of growth on the ₹1.2 Cr actually invested.
Why advisers choose FinClarus
Less time on spreadsheets, more time winning and keeping clients.
Built in minutes, not spreadsheets
Enter a few numbers and a complete health report, with a health score and goal-wise SIPs, is ready in minutes. No formulas, no Excel, no setup.
Your firm on every report
Your logo and firm sit at the top of a polished report and a live client link, so you stay the trusted face of every report.
Wins and keeps clients
A clear report gives a prospect a reason to start, and a fresh report at every review shows how far they have come.
From client meeting to health report in three steps
Enter the client's goals & finances
A quick guided form. Retirement, education, a home, protection, income, the works.
Get an instant health report
A health score, the gaps, and the required SIP for every goal, in seconds.
Share a branded report
Export a PDF, or send a live link the client opens on their phone. On Professional and Elite the page it opens is your own brand.
Everything you need to plan, assess and close
A few of the tools inside, there are plenty more.
Retirement & protection
Project the retirement corpus a client needs and size their life and health cover gap, turned into clear monthly numbers.
Goal planning, SIPs & what-if charts
Required SIP for every goal, plus interactive curves a client can play with right in the meeting.
Six-part health score
Emergency fund, protection, saving, debt, goals and wealth built rolled into one score the client instantly understands.
See it in today's money
Translate a daunting ₹6.85 Cr retirement target into what it is worth today, so clients stay confident, not overwhelmed.
Step-up SIPs
Show a smaller, realistic starting SIP that rises with the client's income each year and still reaches every goal.
Prepay vs Invest
Settle the classic question, prepay the loan or invest the surplus, with a live side-by-side calculation.
Everything an advisory practice runs on
One place to plan every goal, build the report, present it well, and stand behind it long after the meeting ends.
A report in minutes
Move from intake to a finished health report without rebuilding formulas or reconciling files. The work that once filled an afternoon takes a few minutes.
Clarity in the meeting
A health score, goal-level figures, and live what-if charts give the client something concrete to respond to. Decisions that used to wait for a second meeting are made while you are still in the room.
Relationships that hold
Saved client records, review reminders, and a dated version of every report carry the relationship from one year to the next. The history stays with you as the client's finances change.
Your firm on every report
Your logo and practice name appear on each report a client opens, so your firm is what the client sees at each step.
Built for the trust placed in you
Client data is encrypted in transit and at rest, and each adviser's records stay isolated from every other account. Delete a client and you have 30 days to change your mind.
Accessible to every client
Reports adapt to the client's language and currency and open cleanly on any device. A single link puts the full picture in front of them wherever they are.
Win and keep more clients with reports that look the part.
Start free today. Build a real client report in your first sitting, no card required.