We have added an interactive user onboarding flow that will assist you in getting started. At a high level, we have 5 main areas: Dashboard: Gives you a summary of your Financial data for quick review. You can click through each section to go see the relevant details Cashflow: Here you enter your Income and Expense details. You can enter data at a high level or be as detailed as you wish, the app gives you complete flexibility Investments: Here you will enter all your investments related information. Whether its a bank account, Fixed Deposit, Recurring Deposit, Mutual Funds (also integration with Zerodha and uploading CDSL/NSDL/CAMS/Karvy statements), Stocks, Real Estate, PFs, etc. The more information you add here, the better planning and tracking you can achieve using the app Goals: Here you will enter your Financial Goals - whether its 1-year from now or long term. Once goals are created, you will be able to “Plan” the goals with your Investments that are added on the app. You can also track the progress of your goal and better plan for achieving your Financial dreams. Recommendations: We review your entered financial data and your goals and give you recommendations that are curated specifically for you and to meet your goals.

Our goal is to empower the users to start Wealth creation planning that lasts a long time and helps achieve Financial dreams. As a user, you will get the tools to review and visualize all your financial information in a centralized app, enabling you to optimally plan for your financial goals and track its progress. We are integrating with Financial Institutions (currently Zerodha, others coming soon) to get real-time updates so that you have the latest information about your finances.

There are plenty of FinTech apps in the market that provide features like Goal creation, Goal planning but only by purchasing new Mutual Funds through them, etc. However, none of the app have a holistic approach to Personal Finance and Wealth Planning as Finzard has. We have features like Manual and Automated Goal Planning with current Investments (Investments that exists even before using Finzard), Personalised recommendations that looks at your current monthly Cash flow and gives suggestions, Auditing your Investments to determine whether your allocation matches your Financial Risk Profile, etc

At Finzard, we take user data privacy very seriously and are aware of the importance of maintaining it. To ease some of those concerns, we have partnered with AWS and hosted our app and the Database with them, which provides top-of-the-line data security and peace of mind. Additionally, we have made sure that we do not ask or store user’s sensitive financial data (ex: user id and password/pin for integrating with other financial institutions), which helps to avoid any unforeseen situations.

Finzard is a holistic Financial Planning and Management app that empowers users to start their journey towards Wealth creation. Our philosophy is simple “Getting Rich is easy, building Wealth, that lasts a long time, takes careful planning”. Through Finzard, we will provide you with the tools that will help you to build wealth and achieve your financial goals.

We have added an interactive user onboarding flow that will assist you in getting started. At a high level, we have 5 main areas: Dashboard: Gives you a summary of your Financial data for quick review. You can click through each section to go see the relevant details Cashflow: Here you enter your Income and Expense details. You can enter data at a high level or be as detailed as you wish, the app gives you complete flexibility Investments: Here you will enter all your investments related information. Whether its a bank account, Fixed Deposit, Recurring Deposit, Mutual Funds (also integration with Zerodha and uploading CDSL/NSDL/CAMS/Karvy statements), Stocks, Real Estate, PFs, etc. The more information you add here, the better planning and tracking you can achieve using the app Goals: Here you will enter your Financial Goals - whether its 1-year from now or long term. Once goals are created, you will be able to “Plan” the goals with your Investments that are added on the app. You can also track the progress of your goal and better plan for achieving your Financial dreams. Recommendations: We review your entered financial data and your goals and give you recommendations that are curated specifically for you and to meet your goals.

Our goal is to empower the users to start Wealth creation planning that lasts a long time and helps achieve Financial dreams. As a user, you will get the tools to review and visualize all your financial information in a centralized app, enabling you to optimally plan for your financial goals and track its progress. We are integrating with Financial Institutions (currently Zerodha, others coming soon) to get real-time updates so that you have the latest information about your finances.

There are plenty of FinTech apps in the market that provide features like Goal creation, Goal planning but only by purchasing new Mutual Funds through them, etc. However, none of the app have a holistic approach to Personal Finance and Wealth Planning as Finzard has. We have features like Manual and Automated Goal Planning with current Investments (Investments that exists even before using Finzard), Personalised recommendations that looks at your current monthly Cash flow and gives suggestions, Auditing your Investments to determine whether your allocation matches your Financial Risk Profile, etc

At Finzard, we take user data privacy very seriously and are aware of the importance of maintaining it. To ease some of those concerns, we have partnered with AWS and hosted our app and the Database with them, which provides top-of-the-line data security and peace of mind. Additionally, we have made sure that we do not ask or store user’s sensitive financial data (ex: user id and password/pin for integrating with other financial institutions), which helps to avoid any unforeseen situations.

Finzard is a holistic Financial Planning and Management app that empowers users to start their journey towards Wealth creation. Our philosophy is simple “Getting Rich is easy, building Wealth, that lasts a long time, takes careful planning”. Through Finzard, we will provide you with the tools that will help you to build wealth and achieve your financial goals.