Make Your Wealth
Work For Your Goals

Invest in Tailored Portfolios Built by Experts and AI

Moneyplanned App Interface

User Base

1.8Lakh

Goals Planned

17kCrores

App Rating

4.2Stars

PLANNING

We Plan
Your Wealth

Build a comprehensive financial plan for all
your short term and long term goals

Moneyplanned Portfolio Management Interface

Moneyplanned Wealth Management Interface

INVESTING

We Grow
Your Wealth

Invest in tailored portfolios built by experts
to achieve your financial goals faster

TRUSTED PARTNERS

Curating the best financial products for you

REBALANCING

We Optimize
Your Portfolio

Automatically rebalance your investments to maintain
optimal asset allocation for your goals

Moneyplanned Portfolio Optimization Interface

Moneyplanned Investment Tracking Interface

TRACKING

We Monitor
Your Wealth

Track all your money in one place with real-time
updates and comprehensive performance analytics

OUR EXPERTS

Meet The Team Of Experts

Our experienced professionals are committed to helping you achieve your financial goals

Sameer Shashank

Sameer Shashank

Co-founder, Investment Planner

Nikhila Putcha

Nikhila Putcha

Co-founder, Investments Expert

Success
Stories

Hear what our users have to say about their experience with Moneyplanned

01 / 04

"I was always intimidated by the idea of investing and financial planning. But with MoneyPlanned, everything is so straightforward and easy to use. It's like having a personal financial advisor right at my fingertips! I can now confidently plan and track all my financial goals, and I've even started investing for my future. Thank you, MoneyPlanned, for making something so overwhelming seem so simple!"

Featured In

Moneyplanned has been recognized by leading financial publications and media outlets

Join lakhs of users who trust Moneyplanned for their financial planning needs