Know if your money will reach its goals.
Upload your Mutual Fund statement and see your complete financial picture in minutes. Track every goal your family is planning — all in one calm, private workspace.
No credit card required Free during beta 2-minute setup
security
stays yours
Indian families
Every goal you have is important.
Every goal deserves its own space.
From retirement to your child's education, a home or an emergency fund — see your priorities together in one place.
Multiple life goals. One clear view.
Bring every goal together into one focused plan your whole family understands.
Long-term Wealth
₹1 Cr corpus
Child's Education
₹25 L by 2041
Dream Home
₹50 L by 2031
Europe Trip
₹6 L by 2028
Emergency Fund
6 months covered
Planning feels complicated. It doesn't have to be.
Bring your family's financial information together — no spreadsheets, no guesswork, no advisor jargon.
See your full financial picture
Income, investments, assets and goals — all in one place.
Track progress at a glance
Know instantly whether you're on track, and by how much.
Make decisions with confidence
Clear numbers, not confusing charts or sales pitches.
Your financial life is unique. Your plan should be too.
Built around your family's real goals — not generic templates. We don't give you the answers. We give you the clarity to find them yourself.
Family-first planning
Plan for your spouse, children and parents — one plan for the whole family.
Goal-based roadmaps
Every rupee mapped to a goal, so you always know what your money is for.
Live portfolio tracking
See today's value of your investments against the plan, whenever you like.
Insurance gap check
Know in seconds whether your family is protected enough.
Why families trust MyPocketFinPlan
See your financial future before it happens.
Every report turns your numbers into answers — no finance degree required.
Net worth & asset allocation at a glance
Goal funding status — live vs plan
SIP & portfolio deep dives
Family retirement readiness
Your data stays yours. Always secure, always private.
MyPocketFinPlan is built on the same principles banks use — your goals, your numbers, your details: visible to you alone.
Row-level security on every record
Encrypted in transit & at rest
No ads, no data selling — ever
Delete your data anytime
Your data. Your control.
Frequently asked questions.
Every goal begins with knowing where you stand.
Upload your Mutual Fund statement and see your complete financial picture in minutes.
Free during beta
100% private
CAS, SIP, EPF & more