How It Works ?
Goal Planning
-
A goal without a plan is just a dream without effort.
-
Finzard lets you plan and organize them.
-
Plan your retirement funds, rainy day funds, medical funds and more with its effective planning, tracking and calculations.
![download.png](https://static.wixstatic.com/media/1beef8_ded193ce45354ee78bfa90ae94503e7d~mv2.png/v1/fill/w_121,h_121,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/download.png)
![CAMS_edited.jpg](https://static.wixstatic.com/media/1beef8_dedb39d9ef294d90ad1b4f40f736e527~mv2.jpg/v1/fill/w_85,h_85,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/CAMS_edited.jpg)
![KARVY.png](https://static.wixstatic.com/media/1beef8_17371e4d7a584710936909d3995e3a5e~mv2.png/v1/fill/w_121,h_121,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/KARVY.png)
![ICICI-Bank-PNG-Icon.png](https://static.wixstatic.com/media/1beef8_20c06bde9ca2489a8ba612a97b476aa8~mv2.png/v1/fill/w_115,h_115,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/ICICI-Bank-PNG-Icon.png)
![HDFC.png](https://static.wixstatic.com/media/1beef8_90f483225b0f4171a555a93c54b5eda3~mv2.png/v1/fill/w_89,h_99,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/HDFC.png)
![SBI.png](https://static.wixstatic.com/media/1beef8_957dc3e623df4508b7223f041858530d~mv2.png/v1/fill/w_90,h_95,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/SBI.png)
![bitcoin-btc-logo.png](https://static.wixstatic.com/media/1beef8_de999ad165604201a0ed02a36b00da89~mv2.png/v1/fill/w_72,h_72,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/bitcoin-btc-logo.png)
![House.png](https://static.wixstatic.com/media/1beef8_cdae14e872764ec49eb33de9b7703ccc~mv2.png/v1/fill/w_90,h_60,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/House.png)
![goal planning graph.png](https://static.wixstatic.com/media/1beef8_1348d9100f654c5db814374a9e05f0a9~mv2.png/v1/fill/w_63,h_42,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/goal%20planning%20graph.png)
Manage Wealth on-the-go
-
Redefine your wealth with intelligent graphs and timely reminders.
-
Grow your net worth on fingertips.
-
Track your future projections, summary of goals, evaluation of risk profile and tax management & coverages.
Manage Investments
-
Link your portfolio with our integrated banks and platforms like Zerodha, CAMS, KARVY, CDSL.
-
Create control of your investments like Mutual Funds, Cryptos, Real Estate, Stocks, Fixed Deposits in a single place.
Personalized Recommendations & Financial Risk Profile
-
Analyse your goals, cash flows and budgets.
-
Grow your money with personalized recommendations.
-
Reshape your portfolio with smart evaluations of risk profile.
![Wealth management.png](https://static.wixstatic.com/media/1beef8_c8fce7ea85cf4effadd99ba488891320~mv2.png/v1/fill/w_66,h_44,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/Wealth%20management.png)
![Recommendations Final.png](https://static.wixstatic.com/media/1beef8_79a91a94990e45ecb83e2d8b258d939a~mv2.png/v1/fill/w_60,h_39,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/Recommendations%20Final.png)
Cash flow Management
-
Make your spending stress-free by knowing your spending limits and keeping your budget in check.
-
You can track your cash flow by easily connecting your transactions to the app.
![Income - cashflow final.png](https://static.wixstatic.com/media/1beef8_a95c75e043f041498a7cfabda3b2b0de~mv2.png/v1/fill/w_80,h_54,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/Income%20-%20cashflow%20final.png)
![Expenses cashflow final.png](https://static.wixstatic.com/media/1beef8_32800b3a3d4a475eb0e149921f4cc1b6~mv2.png/v1/fill/w_74,h_50,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/Expenses%20cashflow%20final.png)
![Insurance Final.png](https://static.wixstatic.com/media/1beef8_25cc8121462b4de6b5dd4708f810e96f~mv2.png/v1/fill/w_60,h_45,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/Insurance%20Final.png)
![Car Insurance (5).png](https://static.wixstatic.com/media/1beef8_5ae08b9939054e94af6db73b31ec681a~mv2.png/v1/fill/w_76,h_57,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/Car%20Insurance%20(5).png)
![House Insurance (4).png](https://static.wixstatic.com/media/1beef8_a2112ef54a474fca800b8e2bece3308f~mv2.png/v1/fill/w_188,h_141,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/House%20Insurance%20(4).png)
![Medical Insurance (3).png](https://static.wixstatic.com/media/1beef8_566513f934f04e3baf2e474263b33b06~mv2.png/v1/fill/w_188,h_141,al_c,q_85,usm_0.66_1.00_0.01,blur_3,enc_auto/Medical%20Insurance%20(3).png)
Insurance Coverage review
-
Liberate your living with the easy evaluation of your overall insurance coverage that keeps you and your family protected from uninvited financial burdens.
-
Complete coverage for your assets, health, and family can take you a long way.