Best Personal Finance Products for Individual Users as well as for the Finance Professionals Globally!!
Our Product Offering
Be Financially ATMANIRBHAR (Self-reliant)!
Easy To Use & Robust DIY Product Offering
Step I - LEARN
EBook - Ultimate Financial Planning Guide (Global)
Step II - PLAN
Software - Ultimate Financial Planner (Global)
Step III - EXECUTE
Free All-In-One Online Investment Account (India Only)
Get More Clients & Do More Business!
Ultimate Financial Planner Software (Global)
Step I - PLAN
Quickly formulate self branded & insightful financial plan
Software avaliable in 3 Variants (Lite / Pro / Pro Max)
Step II - IDENTIFY
Identify client’s financial needs (Investments, Loans, Insurance, etc.)
Step III - PITCH
Effective client engagement & pitch need based financial products
Gary Guiseppone (USA)
Impressive DIY Financial Planner!
I am not a financial person and I was not sure what to expect from Ultimate Financial Planner Software. But I have to say that I am quite impressed by this low key but high on content functionality tool. Even though I am an amateur at this and don’t fully understand all the terms, it has been made quite intuitively and I am sure it will help me when I decide to get some professional help with my planning! On the other hand I am pretty sure that with some effort I will be able to use this DIY tool in its entirety. So for someone who is interested and familiar with the financial terms it should be a piece of cake! Best wishes to the makers of this software, I hope they achieve what they set out to achieve.
Pinalee Nanda (Norway)
Best Financial Planner in the market!
This is definitely the best financial planner available today.. It’s easy to use, scalable and has plethora of features which are not available anywhere. It provides holistic reports which enables better decision making and superior financial planning. This is a gateway to attain financial independence!
Varun Jayaswal (India)
Handy Financial Planning Tool!
I am not a very finance orientated individual focusing on expenses, savings and investments. I would like to give a shout to Nikhil as I have been using this planner for a few months now and it has helped me understand how I can plan my financial earnings and how much I can actually invest along with having sufficient savings. The dashboard reporting helps you give an overview of your financial status. The planner is very detail oriented and covers all the aspects of expense, investments, loan, savings, etc. I recommend this planner to anyone who is about to begin for long term saving and investments. Also, it is a great tool to track your expenses and do necessary amends wherever required.
Karthik Rajan (Dubai)
Awesome Financial Planner Software!
Ultimate FinPlan Software is very nice and beautifully made… very thoughtful and easy to understand… and almost all the necessities are covered… I first made my family’s financial plan today… it is very Awesome… Presentation is very nice… Financial Ratios also give a good idea of your financial position… and also gives you a good idea of where you are and where you want to go… Many Many Thanks for this software… 👍🏻