How It Works ?
Goal Planning
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A goal without a plan is just a dream without effort.
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Finzard lets you plan and organize them.
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Plan your retirement funds, rainy day funds, medical funds and more with its effective planning, tracking and calculations.









Manage Wealth on-the-go
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Redefine your wealth with intelligent graphs and timely reminders.
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Grow your net worth on fingertips.
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Track your future projections, summary of goals, evaluation of risk profile and tax management & coverages.
Manage Investments
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Link your portfolio with our integrated banks and platforms like Zerodha, CAMS, KARVY, CDSL.
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Create control of your investments like Mutual Funds, Cryptos, Real Estate, Stocks, Fixed Deposits in a single place.
Personalized Recommendations & Financial Risk Profile
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Analyse your goals, cash flows and budgets.
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Grow your money with personalized recommendations.
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Reshape your portfolio with smart evaluations of risk profile.


Cash flow Management
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Make your spending stress-free by knowing your spending limits and keeping your budget in check.
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You can track your cash flow by easily connecting your transactions to the app.



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Insurance Coverage review
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Liberate your living with the easy evaluation of your overall insurance coverage that keeps you and your family protected from uninvited financial burdens.
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Complete coverage for your assets, health, and family can take you a long way.