FAQ

Objective of Ultimate FinPlan is to empower everyone (make Atmanirbhar) to take control of finances and secure their Financial Life. Unique financial products offered by Ultimate FinPlan shall help you achieve all your important financial objectives and attain Financial Freedom! State-of-the-art financial products are offered at a highly affordable price for Individuals and Financial Advisors.

Ultimate FinPlan offers following products:
1. Free Android Mobile App: Ultimate Financial Planner
2. EBook (India & Global Variants): Ultimate Financial Planning Guide
3. Software for Individuals and Financial Advisors (India & Global Variants): Ultimate Financial Planner
4. FREE Online Investment Account – Powered by ICICI Direct (For India Only)

Detailed Explainer Video on all Products – https://youtu.be/GlqqKrsT_uI

Yes, certainly! All the Financial Products offered by Ultimate FinPlan are designed considering the requirements of novice users as well.

You can easily learn important concepts of personal finance with the help of simple and easy to understand EBook – Ultimate Financial Planning Guide. To download this EBook please CLICK HERE

Detailed information is available in each section / module of the Ultimate Financial Planner software for assisting you in filling up the required financial information. You shall be able to easily formulate a comprehensive financial plan and take control of your finance so as to achieve long term financial stability. To download this Software please CLICK HERE

Also available are detailed Explainer Videos for your reference:
– Ultimate Financial Planner Software Features: https://youtu.be/GlqqKrsT_uI
– Ultimate Financial Planner Software Demo: https://youtu.be/WHMFq9nReoA
– Overview of Comprehensive Financial Plan: https://youtu.be/iLkUpU383ag

Ultimate Financial Planning Guide is available for purchase exclusively on Amazon Kindle Store. You can securely purchase & download your EBook by logging into your Amazon Account. If you have subscription to Kindle Unlimited you can download this EBook absolutely Free of Cost! The links to purchase & download EBook for both Indian and Global customers are available HERE

Amazon Kindle store is the largest marketplace for publishing Books. Authors can sell their Books and customers can securely purchase the same online on Amazon Kindle store.

This EBook – Ultimate Financial Planning Guide can be accessed and read on your Smartphone / Tablet with the help of Kindle Mobile App. This Kindle App is available for FREE download for Android and iOS users. If you have Kindle Reader then you can also access and read Ultimate Financial Planning Guide using this device.

You can easily formulate your own personalised and comprehensive Financial Plan with the help of Ultimate Financial Planner software. Detailed assessment of your Financial Risk Profile, Financial Goals, Retirement Planning and Insurance Needs is provided in the Financial Plan generated with this software. Investments required specifically to achieve all financial goals can be simulated with the help of this software. Thus you can plan for achieving all your important financial goals and attaining financial freedom!

Benefits for Individuals / Clients:

Ultimate FinPlan is a unique Financial Planning software which would help you to easily formulate a detailed financial plan for achieving financial security. This software will help you keep a track of your Monthly Budget, manage your Loans, assess your Financial Risk Profile, assess your Insurance Cover requirement and most importantly plan for your key Financial Goals & Retirement. Required investment asset allocation specific to each financial goal is also simulated by this application! The financial plan generated with this application shall be detailed yet simple to understand and easy to implement.

Benefits for Financial Advisors:

Plan: Design self-branded & insightful financial plan for your clients with Ultimate Financial Planner – Advisor Software
Identify: Identify clients’ financial needs (Investments, Loans, Insurance, etc.) based on the insights given in financial plan
Pitch: Better engagement with your clients and opportunity to pitch need based financial products

Detailed Explainer Videos for your reference:
– Ultimate Financial Planner Software Features: https://youtu.be/GlqqKrsT_uI
– Ultimate Financial Planner Software Demo: https://youtu.be/WHMFq9nReoA
– Overview of Comprehensive Financial Plan: https://youtu.be/iLkUpU383ag

Yes, Certainly! Prior to purchasing the software license, the Ultimate Financial Planner software is available as a limited functionality Demo Version with a validity of 5 days only. Please download the Ultimate Financial Planner software by visiting HERE so as to access and check the Software demo and Sample Financial Plan provided prior to purchasing the software.

Video on overview of Comprehensive Financial Plan: https://youtu.be/iLkUpU383ag

In order to ensure that the Ultimate Financial Planner Software works on your computer, please check if below System Requirements are met:
• Microsoft Windows 7 or above and Microsoft Excel 2013 or above
• Excel needs to be “Activated”. Application may not work on “Unregistered” Version of Excel
• Application may not work on the computers having dual boot operating system installed

Ultimate Financial Planner Software is 100% Virus Free and has No Security Issues. This software is essentially an excel file which is compiled into Windows EXE file, with the help of popular DoneEX Xcell Compiler software for secured distribution.

Since, Ultimate Financial Planner Software is a new application file, your computer firewall or antivirus software may not recognise this software and may alert you before using these applications. Be assured that this software is NOT INFECTED and is completely VIRUS FREE.

You may scan the downloaded software file with the help of your Antivirus program and we are confident that this will be approved as Safe to Use. Any virus alert that you get is “FALSE POSITIVE”. All major Antivirus softwares’ have already approved this software as SAFE on Virus Total website. If required, you may also verify the same by uploading the software files on www.virustotal.com

We are truly concerned with the security of your financial data. This software is virus free and also works completely offline. Be assured that no data shall be transmitted online for any storage and computation.

Ultimate Financial Planner software has 4 variants viz. Individual, Advisor Lite, Advisor Pro and Advisor Pro Max. If you are an individual and would like to formulate a DIY Financial Plan for yourself, then you can download the Individual Variant. For Financial Advisors who would like to formulate financial plan for their clients with the help of Ultimate Financial Planner software, there are Advisor Lite, Advisor Pro & Advisor Pro Max Variants available for download. As compared to the Advisor Lite Variant, the Advisor Pro Variants have more features to customise the Financial Reports. Details of all the 4 variants and software download link are available HERE

Detailed step-by-step process to get access to Ultimate Financial Planner software is available for your easy reference in the Read Me file which is provided along with the downloaded software package.

Upon clicking the Ultimate_Financial_Planner.EXE file, a pop-up message shall be displayed initially. Click on “Copy Computer ID” button displayed on the pop-up message window so as to copy your unique 26 character Computer Id generated by the software. Further, click on “Contact Author” button so that a new webpage is displayed with the Registration Key Request Form. Please fill the required details in this form and also share your 26 character unique Computer Id that you copied earlier. You shall receive the Software Registration Key via email within 24 to 48 hours of submitting the request from contact.ultimatefinplan@gmail.com with Subject: Ultimate Financial Planner – Registration Key. Please do check your Spam folder if email is not received in your Inbox within 24 to 48 hours.

Detailed video on the process to access & use Ultimate Financial Planner Software: https://youtu.be/WHMFq9nReoA

Ultimate Financial Planner Software is available in 4 variants viz. Individual, Advisor Lite, Advisor Pro and Advisor Pro Max. Details of these variants of Ultimate Financial Planner Software and their Purchase Links are available HERE. All major payment options including Cards/Wallets/Bank Transfers etc. are available for securely purchasing the Ultimate Financial Planner Software online.

Before purchasing this software, you are requested to download the software HERE and also try the Software demo and check Sample Financial Plan provided for better understanding of the software features & capabilities. Also, please refer the “Read Me” file provided with this software for understanding the process to request Software Registration Key required for accessing Ultimate Financial Planner Software.

There is no limit on the number of reports that you can generate for yourself with the help of Ultimate Financial Planner Individual Variant. You can revisit your financial plan and make as many iterations as you require.

For the Advisor Lite, Advisor Pro and Advisor Pro Max Variants of Ultimate Financial Planner software, there is no restriction on the number of clients for whom the financial plan can be prepared by the Financial Advisors.

The validity of Ultimate Financial Planner software is for Lifetime! There is no validity restriction to use Ultimate Financial Planner software for Individuals as well as Financial Advisors. You shall get access to use this software for as much time as you want on the same computer whose Computer Id you have provided while requesting the Software Registration Key.

It is important to note than the Ultimate Financial Planner Software purchased by you would have Hardware Locking for Software Registration Key provided to prohibit unauthorised distribution & access of the software. Hence, the software shall be functional only on that device for which you have purchased the license. The license shall not be transferrable to any different device and you would need to purchase a new license so as to access Ultimate Financial Planner Software on a different device.

You are requested to download the Ultimate Financial Planner Software and also try the Software demo and check Sample Financial Plan provided with this software for better understanding of the software features & capabilities. After purchasing the software, the necessary Software Registration Key to make use of this software shall be activated and made available to you.

Once the Software Registration Key is activated, NO REFUND will be given since it would be impossible for you to return your registered version of software back to us. You are requested to read the Refund Policy available at the below link before purchasing Ultimate Financial Planner Software.

Ultimate FinPlan Refund Policy: https://ultimatefinplan.com/wpautoterms/refund-policy/

Please check if below System Requirements are met:
• Microsoft Windows 7 or above and Microsoft Excel 2013 or above
• Excel needs to be “Activated”. Application may not work on “Unregistered” Version of Excel
• Application may not work on the computers having dual boot operating system installed

Demo Version: A message box shall be displayed upon opening the Ultimate Financial Planner Software mentioning the trial period of 5 Days. Please click the “Close” button available below this message box to access the Demo Software.

Full Version: Upon clicking the Ultimate_Financial_Planner.EXE file, a pop-up message shall be displayed initially. Click on “Copy Computer ID” button displayed on the pop-up message window so as to copy your unique 26 character Computer Id generated by the software. Further, click on “Contact Author” button so that a new webpage is displayed with the Registration Key Request Form. Please fill the required details in this form and also share your 26 character unique Computer Id that you copied earlier. You shall receive the Software Registration Key via email within 24 to 48 hours of submitting the request from contact.ultimatefinplan@gmail.com with Subject: Ultimate Financial Planner – Registration Key. Please do check your “Spam folder” if email is not received in your Inbox within 24 to 48 hours.

Please do check if you have followed each step required for accessing Ultimate Financial Planner software as mentioned in the Read Me file provided along with the Software Package which is available for download HERE

Detailed video on the process to access & use Ultimate Financial Planner Software: https://youtu.be/WHMFq9nReoA

Once you have purchased Ultimate Financial Planner software, please request the Software Registration Key as follows:

Upon clicking the Ultimate_Financial_Planner.EXE file, a pop-up message shall be displayed initially. Click on “Copy Computer ID” button displayed on the pop-up message window so as to copy your unique 26 character Computer Id generated by the software. Further, click on “Contact Author” button so that a new webpage is displayed with the Registration Key Request Form. Please fill the required details in this form and also share your 26 character unique Computer Id that you copied earlier. You shall receive the Software Registration Key via email within 24 to 48 hours of submitting the request from contact.ultimatefinplan@gmail.com with Subject: Ultimate Financial Planner – Registration Key. Please do check your “Spam folder” if email is not received in your Inbox within 24 to 48 hours.

Please do check if you have followed each step required for accessing Ultimate Financial Planner software as mentioned in the Read Me file provided along with the Software Package which is available for download HERE

Detailed video on the process to access & use Ultimate Financial Planner Software: https://youtu.be/WHMFq9nReoA

A strategy once planned also needs to be executed for achieving the desired results. You shall be able to prepare a detailed financial plan with the help of Ultimate Financial Planner software however for execution of this plan and achieving your long term financial security you would need to invest money in suitable avenues.

ICICI Direct Account is a Demat Account and is offered FREE OF COST so as to facilitate seamless online execution of your financial plan for individuals based in India. You can invest online into various avenues (Stocks, Mutual Funds, Fixed Deposits, Bonds, etc.) and track your portfolio all under one-roof! Get access to trending and well researched investment products once you open your FREE ICICI Direct Account HERE.

UltimateFinPlan.com is committed to not only assist you in preparation of Financial Plan but also to help you in proper and seamless execution (i.e. implementation) of the plan so as to achieve long term financial stability.

ICICI Direct is a highly trusted name in Financial Services Industry in India. You can easily open an account online in less than 15 minutes without paying any charges (Zero Account Opening Fees). Get access to state-of-the-art online transaction platform via ICICI Direct Website and Mobile App for your various financial needs including Investments, Loans an Insurance. You also get periodic updates and well researched investment recommendations in Stocks, Mutual Funds, Bonds, etc. from ICICI Direct.

Besides you get various joining benefits worth over ₹ 7K  as mentioned HERE once you activate your ICICI Direct account by buying Equity Shares of any company worth at least ₹ 500. You may also choose to sell these shares subsequently as per your requirement and it is not mandatory to continue holding these shares in your account.

This is a great proposition in the offering to start your journey toward Financial Freedom!

ICICI Direct account can be opened in less than 15 minutes in a complete online process. Please CLICK HERE to visit ICICI Direct online account opening page. Please follow the simple step-by-step process to open your ICICI Direct account online by filling in your details as required in each step.

Please keep following details ready before filling the ICICI Direct Account Opening Form:

• Aadhaar Card Number
• Mobile Number to which your Aadhaar Card is linked
• Banking Details: Bank Name, IFSC Code, Branch Name, Account Type Savings Or Currently, Holding Type Joint or Single (Please use bank account having holding as ‘Single’ preferably)
• Photo of your PAN Card and photo of your Signature on a plain paper needs to be uploaded while filling up the form. Kindly note that your signature in photo needs to match with that available on your PAN Card.

Once your ICICI Direct online account is opened, it is important to activate the same by buying Equity Shares of any company. The total value of transaction shall be at least ₹ 500. You may also choose to sell these shares subsequently as per your requirement and it is not mandatory to continue holding these shares in your account.

You will get various joining benefits worth over ₹ 7K  as mentioned HERE only once you activate your ICICI Direct account by buying Equity Shares of any company worth at least ₹ 500.

As you are aware, while opening a new Savings Account in a Bank you need to deposit some amount initially. Until you deposit minimum amount as specified by your bank the account facilities/services are not enabled. Similarly, your ICICI Direct Account also needs to be activated by doing a small transaction of buying equity share! With this small initial transaction you shall also get acquainted with the process of transacting on the ICICI Direct Platform.

Absolutely no hidden charges. All products and services offered by Ultimate FinPlan and genuine and transparent. Details regarding all the products are provided on their respective pages. Ultimate FinPlan is committed to provide highly affordable and good quality products to customers.

For Queries and Feedback related to products – CLICK HERE