Get a personalized investment plan covering PPF, SIP, NPS, ELSS, tax savings and more — tailored to your income, goals and risk appetite.
SmartFin uses an AI agent pipeline to analyze your finances and generate a comprehensive roadmap.
Share your age, income, expenses, financial goal and risk tolerance. Takes under 60 seconds.
Our LangGraph agent computes your monthly savings, SIP projections and goal timeline automatically.
Receive a detailed plan with portfolio allocation, tax estimates and instrument recommendations.
Chat with SmartFin about your plan — compare instruments, adjust goals, or ask about tax regimes.
Built specifically for Indian investors with real market benchmarks and tax laws.
Visual breakdown of how to split your savings across equity, debt, gold and emergency funds based on your risk profile.
Compare old vs new tax regime, see your 80C/80D/NPS deductions and find out which regime saves you more money.
Interactive chart showing how your monthly SIP compounds over time to reach your financial goal.
Ask anything about your plan — PPF vs ELSS, how to rebalance, what happens if income changes. Context-aware answers.
Download your complete financial plan as a branded PDF — share it with your CA or keep it for reference.
When you ask about stocks, Nifty or mutual funds, SmartFin fetches real-time data via Tavily to give current context.
SmartFin advises across the full spectrum of Indian financial instruments.
Free, instant, and tailored to the Indian market. No sign-up required.
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