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About this app

Download the MoneyPlanned App & get access to world-class features for all your financial planning needs.

The MoneyPlanned app is the #1 financial planning app for users who want to plan, invest as well as track their money & goals on the go. You can invest in the best mutual funds for your goals, bank deposits, insurances, loans as well as track your entire portfolio; all in one app.

Indulge in the best financial planning experience with our hyper-personalised, automated & effortless savings & investing platform - get access to powerful dashboards to track your portfolio, manage your expenses, track all your accounts at your fingertips & much more. Set your financial goals on autopilot and cast.

Features & services:

📍 Plan Your Goals Holistically
Financial goals come in all sizes, and we've got you covered for all of them with smart budgeting calculators & advanced financial planning technology, unique to each goal, that help you plan your goals in minutes for absolutely free.
✦ Home
✦ Vehicle
✦ Child's future
✦ Vacation
✦ Wedding
✦ Insurance
✦ Purchase
✦ Debt
✦ Taxes
✦ Investments

📍 All Your Financial Accounts In One App
Securely🔑 link any financial account to your goals. Bank accounts, investment accounts, debit cards, credit cards, loan accounts, trading accounts, EPF, PPF, NPS & real-estate accounts; bring your entire financial footprint under one app to track your true net worth with ease.

📍 Goal-based Mutual Funds
Automate your short-term and long-term investments in the right mutual funds for your financial goals. Customise your investments and choose from a host of ETFs, gold mutual funds and more to suit your investment needs.

✅ Roboadvisory for goal-based investments
✅ Zero fees with no transaction charges
✅ Easy payments with UPI
✅ 100% paperless KYC
✅ Invest easily with SIPs or lumpsum investments
✅ Periodic reviews to maximize earnings
✅ Pause, Resume & Modify your SIPs anytime
✅ Best performing funds from Top AMCs

📍 Invest in Bank Deposits & more
View real-time total account balance enquiry
✅ Assured returns with high interest rates
✅ Invest without a bank account
✅ 100% Secured
✅ Insured for up to INR 5 Lakhs by RBI

📍 Save Big on your Taxes
Maximize your tax savings with our smart tax planning tool with options for investments, mutual funds, etc.
✅ Free Comprehensive Tax Planning Report
✅ Save up to INR 2 lakhs on home loan, capital gains, etc
✅ Avail deductions under Sec 80C, 80D, 80CCD, etc

📍Hyper personalised Goal Planning & Investments
Set your goals automatically without even thinking about them. Our tech accounts for inflation, market volatility, taxes and other factors - thereby making the plan as realistic and practical as possible.
✅ Instant Fixes for setting goals back on track
✅ Smart recommendations to reach goals faster
✅ Deep insights into overall financial health

📍Manage Your Expenses:
Take control of your money by tracking monthly as well as weekly expenses automatically & securely. Keep tabs on your daily spends better across categories to stay within budget and pay bills on time 💳

📍Powerful Dashboard
Get a bird’s eye view of your entire financial goal portfolio with easy one-click fixes to set you back on track with your goals. With our 24x7 goal monitoring tech and chat support from financial experts for instant query resolution, stay on top of your goals all the time.

📍Get Bank-grade security
With the highest standards of fraud detection, 256-bit encryption and bank-grade security in place, your data is accessible only to you - not even to us! MoneyPlanned uses cutting-edge technology to protect your data and sensitive information.

📍Earn rewards for goal progress:
Get cashback and earn vouchers for making progress towards your goals

👉 Download the MoneyPlanned app now to #PlanLikeAPro and set your goals on autopilot
Updated on
24 Mar 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info and 5 others
Data is encrypted in transit
You can request that data be deleted

What's new

- 🎉 Upgrade now and take control of your financial life with simple and advanced financial goal planning
- Improved portfolio recommendations
- Revamped goal tracking experience
- Pause SIPs option unlocked
- Strategic goals unlocked
- Custom investment portfolios unlocked
- Tax saver goal upgraded
- Various Bug fixes and UI improvements, Google login fix