Three planners. One place.
Pick the depth that matches the moment — a 60-second snapshot, a 10-minute guided plan, or the full WealthWise app. All three are free to try. The first two run in your browser. The full app saves your plan and tracks it over time.
AI Snapshot
Drop in three numbers — age, savings, monthly income. Get a personalised AI-generated read on where you stand, where you’re headed, and the three things that would change your outcome the most. Country-aware: India, US, UK, UAE, Singapore.
- Where-you-stand summary
- Projected corpus at retirement
- 30-year trajectory chart
- Three levers ranked by impact
Guided Plan
Forty plain-language questions across eight sections. Builds you a YNAB-style zero-based budget, a debt payoff strategy, a goal map with traffic-light status, and a projected net-worth timeline. All in your browser — nothing stored.
- Zero-based budget · every rupee a job
- Snowball / avalanche debt payoff
- Goal traffic-lights (on / at-risk / off)
- Financial Freedom Number
Full WealthWise App
The complete platform: portfolio aggregation across banks/AMCs/brokers, AI wealth plan covering 16 sections (SWOT, risk profile, retirement scenarios, tax harvesting, insurance gap, asset allocation drift), PDF export. 14-day free trial — no card required.
- Live portfolio across every account
- 16-section Equentis-style plan
- Tax-loss + LTCG harvesting alerts
- Stress-test scenarios + PDF export
The Snapshot and Guided Plan run entirely in your browser with no data stored. The full WealthWise app saves your plan and tracks it over time — that’s why it asks you to sign in. Your data is encrypted in transit and at rest.
Which one fits the moment?
All three planners share the same compounding assumptions. They differ in depth, data captured, and whether they remember you between visits.
| Capability | Snapshot | Guided | Full App |
|---|---|---|---|
| Personalised AI summary | |||
| Retirement corpus projection | |||
| Country-aware (India / US / UK / UAE) | |||
| Zero-based monthly budget | — | ||
| Goal traffic-lights (on / at-risk / off) | — | ||
| Debt payoff calculator (snowball/avalanche) | — | ||
| Portfolio aggregation across AMCs/banks | — | — | |
| Tax-loss + LTCG harvesting alerts | — | — | |
| 16-section Equentis-style plan | — | — | |
| PDF export | — | ||
| Saves between visits | — | — | |
| Login required | — | — |
Ready to plan?
Start anywhere — the 60-second snapshot, the 10-minute guided plan, or open the full app. They all fit together.