New Service · Finance Assistant

Personal Finance Assistant for Everyday Decisions

Get a dedicated finance assistant to help you plan monthly budgets, EMIs, savings goals and prepare for tax season – all in simple language, not complicated finance jargon.

Understand where your money is going every month.
Create practical savings & investment plans.
Stay prepared for EMIs, bills and taxes.
First consultation is completely free.
Monthly Snapshot Smart Budget Preview
  • Income ₹ 60,000
  • Planned Expenses ₹ 42,500
  • Potential Savings ₹ 17,500

Your real plan will be customised after a quick 15‑minute call.

Where Finance Assistant Helps You

Monthly Budget Plan

Create a realistic budget for rent, groceries, EMIs, education, and lifestyle – not a spreadsheet you never open.

Loan & EMI Planning

Understand how much EMI you can safely afford and how to clear loans faster without breaking your monthly cash‑flow.

Savings & Goals

Set saving goals for emergency fund, travel, marriage, home or higher studies with clear monthly targets.

Tax Season Ready

Get a checklist of documents, investments and deadlines so that tax filing never becomes last‑minute panic.

How It Works

  1. Fill the quick form with your income, expenses and main goal.
  2. Our finance assistant analyses your inputs and prepares a draft plan.
  3. You get a call / WhatsApp with personalised suggestions and next steps.

Note: This is a basic financial guidance service. It is not a substitute for SEBI‑registered investment advisory or professional tax consultancy.

Request Your Finance Assistant

Share a few details so we can prepare a personalised budget & savings plan before contacting you.

Your income & expense details are kept private and used only to prepare your plan.