Who are we?

Finzard is designed to rescue you from your overwhelming personal financial management experience. Finzard simplifies personal finance and money management with a goal-based, holistic & innovative technological approach that is effortless and efficient alike. You can plan a big goal like buying a home or a small goal like buying your favorite gadget with Finzard. Our effortless user experience is sure to keep you ahead in the financial management game!

Finzard provides a one-stop solution for visualizing all your financial investments and making you a better investor by empowering you with our personalized recommendations.

We are your automated Financial Planner. Build and grow your wealth.

Hit the ground running with features like-

Consolidate your Finances
1.Connect with your Banks
2.Connect with Brokerages like Zerodha for your stocks investment
3.Upload Mutual Fund CAS statements by CDSL, CAMS, KARVY
4.Manually add any type of Investments

Track your Finances
1.Real-time Mutual Fund Tracking with the latest NAV
2.Investments Tracking with Inflation adjustment
3.Track your Income from different sources
4.Track your Expenses from different sources
Simplified Goal Tracking

Plan your Finances
1.Financial Calculators
2.Real Estate Planning
3.Tax Planning
4.Insurance Planning
5.Budget Planning
6.Financial Planning for big purchases like Home, Education, Weddings, 7.Vacations, and much more
8.Rainy Day Fund and Medical Emergency Planning
9.Planning for a secure and comfortable future

Manage your Finances
1.Wealth Management
2.Cash Flow Management
3.Manage your Financial Risks across Investments
4.Manage Financial Goals
5.Smart Money Management
6.Personalized Financial Recommendations

Unlock Financial Wizardry to grow your wealth. Join for a Free Plan now! Just simply create your goals to get hassle-free insights into your financial life.

Security?
-We take user data privacy very seriously and are aware of the importance of maintaining it.
-To ease some of those concerns, we have partnered with Amazon Web services (AWS) to host our app and the Database, which provides top of the line data security and peace of mind
- Strict data security policies & encryption:

Managing finance is like waving a wand and enjoying Wizardry with us! You will be able to track your investments, cash flow, and goals with an effectively curated plan for you and your financial dreams.