Turn a client's goals into one clear, ready-to-share plan.
Enter a client's goals and income, and FinClarus builds a complete, professional financial plan, a health score, goal-wise SIPs, and a client-ready report, 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 ₹3.7 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 plan, 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 plan.
Wins and keeps clients
A clear plan gives a prospect a reason to start, and a net-worth chart that grows year after year gives them every reason to stay.
From client meeting to plan in three steps
Enter the client's goals & finances
A quick guided form. Retirement, education, a home, protection, income, the works.
Get an instant plan
A health score, the gaps, and the required SIP for every goal, in seconds.
Share a branded report
Export a PDF in your brand or send a live link the client opens on their phone.
Everything you need to plan 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.
Goals, SIPs & what-if charts
Required SIP for every goal, plus interactive curves a client can play with right in the meeting.
5-pillar health score
Protection, emergency fund, retirement, goals and debt rolled into one score the client instantly understands.
Plan 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 a planning practice runs on
One place to build the plan, present it well, and stand behind it long after the meeting ends.
A plan in minutes
Move from intake to a finished plan 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 net-worth tracking carry the relationship from one year to the next. The history stays with you as the plan changes.
Your firm on every report
Your logo and practice name appear on each report and shared client link. Clients see your brand throughout, not ours.
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. The Elite tier adds a tamper-proof audit trail of every change.
Accessible to every client
Plans and 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 plans that look the part.
Start free today. Build a real client plan in your first sitting, no card required.