share Share
exit_to_app Logout
settings_cell Change Mobile Number hourglass_empty Ezzy Report History list Invoice person My Planning Profile web My Planning Dashboard widgets Calculator Dashboard play_for_work Investment Dashboard play_for_work My Mutual Funds web Swtich to Full Screen Mode
Monthly
Membership
₹ {{mProd.RateWithGst}} Taxes incl.
Cashflow Advisory
(Booking Amount)
₹ {{mProd.RateWithGst}} Taxes incl.
{{ValidPlanName}} Valid Till: {{validTillDate | date: 'dd-MM-yyyy'}}

TrueNorth Labs Private Limited is a SEBI registered Investment Advisor (RIA No - INA000007614)

MY PLANNING DASHBOARD   home

Hi, welcome to finpin

finpin

New users Register / Existing user Sign In to begin your financial journey

finpin

Proceed

Or

Google "G" Logo Sign In

Me

We have sent you a 4 digit PIN to your email ID, kindly enter the same and verify.

I agree to finpin Privacy Policy and that I have read the Terms and Conditions
Verify
Resend Edit Email

Me

Set your own password for future logins.

Submit

Me

Email ID entered is not registered with us.
Do you want to create profile?

Yes No

finpin

   Forgot Password

Me

{{objEmail.Email}}
SUBMIT Edit Email

Me

{{objEmail.Email}}
RESET Edit Email

Me

Redirecting to XE Plan...

finpin

Thank you for upgrading to the Ezzy Plan

You can Restart and review any existing data entered (such as expenses, income etc.) in the free/pilot plan and then Optimize

OR

You can begin optimizing your cashflows by reviewing your property, lifestyle and responsibility expenses.

Restart Optimize

finpin

Your ezzy plan is completed.

Create New Free Plan Upgrade

finpin

Buy {{mProd.Name}} ₹ {{mProd.Rate}}
 Proceed

finpin

Your ezzy plan is incomplete.

 Proceed

finpin

Enter a few details and in minutes we will arrive at the answer you are looking for

finpin

My date of birth is
{{objProfile.DateOfBirth === '' ? 'dd-mm-yyyy' : objProfile.DateOfBirth | date:'dd-MM-yyyy'}}
I earn an Annual income (before tax) from all my sources. (e.g. 8,00,000)
and I live in
with Pincode as
NEXT

Me

I want to buy property/s for ₹
in year
{{objScap.PurchaseDate === '' ? 'dd-mm-yyyy' : objScap.PurchaseDate | date:'dd-MM-yyyy'}}
I also have existing property/s of
and this existing property/s I want to
Leave As Legacy (Never Sold) Sell it in Future
ONE MORE STEP TO GO
NEXT

Me

As on today I have total savings and investment
of ₹
including FD, MF, stocks etc. ( Do NOT include any existing property)
and I also have loans to pay of ₹
mode_edit
(includes car, personal, home, any other loans).
DONE
LET'S START SOME CHECK NOW.

Me

People like me are spending ₹ {{objRecurringExpenses.CommunityEssential | INRFilter}}
Monthly
on Essential expenses such as grocery, phone bills, etc.
Monthly I spent ₹ {{objScap.Essentials | INRFilter}}

People like me are spending ₹ {{objRecurringExpenses.CommunityLifestyle | INRFilter}}
Annually
on Lifestyle expenses such as holidays, dining, shopping etc.
Annually I spent ₹ {{objScap.LifestyleAnnual | INRFilter}}

People like me are spending ₹ {{objRecurringExpenses.CommunityResponsibility | INRFilter}}
Annually
on Responsibility expenses such as Kids education, higher studies, medical etc.
Annually I spent ₹ {{objScap.ResponsibilityAnnual | INRFilter}}
DONE
CHECK MY FINANCIAL HEALTH NOW.

Me

Running 15 Checks now...
Income growth till retirement age
Enhance standard of living
Expenses growth till lifeage
Property buying check
Loan eligibility check
Calculate EMI & Repayments
Optimize cash flows
Allocating spends for big spending
Setting up Retirement money funds
Making savings arrangements
Calculating life insurance amount
Building networth
Reserving Legacy allocation
Gratuilty calculation
NSDL- Stocks & MF funds update
DONE.
SHOW MY RESULTS.
My Personalized financial health check results

Decision to improve your Future

We have made adjustments that will ensure that you do not face money troubles in future.

We have enhanced your spending capacity by designing an efficient savings approach.

Regular Expenses

Property Purchases

  • Refer income & savings section to get your savings approach.
  • Refer Networth section to see the increase in wealth with the savings approach.
  • We have also allocated money for BIG Spending such as car, higher education, marriage which you can review.
  • We have revised your regular expenses / Property Purchase.
  • We have also allocated money for BIG Spending such as car, higher education, marriage which you can review.
  • Refer income & savings section to get how much you need to save to increase your wealth in future.
overview

Overview

overview

Income & Savings

overview

Networth

overview

Life Insurance

overview

New Property Purchase

overview

Regular Expenses

overview

Big Spending

overview

Retirement

overview

Legacy

RESTART & RUN CHECKS AGAIN YES! I WANT MY FULL REPORT
YES! I WANT MY FULL REPORT
RESTART & RUN CHECKS AGAIN

Your Health check was done for Retirement Age {{objProfile.RetirementAge}} and Investment Returns of {{objRiskProfile.RiskPercent}} %.

Also run health check for

Retirement Age of
and Investment Returns of
and show a comparison
COMPARE NOW

Buy V/S Rent

Retirement Age
Investment Returns
{{objBuyVsRent.RetirementAge}}
{{objBuyVsRent.InvestmentReturns}} %
New Property Purchase
₹ {{objBuyVsRent.NewPropertyPurchase | NumberToShortWordFilter}}
Monthly Home Rent
₹ {{objBuyVsRent.Rent | NumberToShortWordFilter}}
Property as Legacy
At Age {{objProfile.LifeAge}}
Financial Legacy
At Age {{objProfile.LifeAge}}
₹ {{objBuyVsRent.PropertyLegacy | NumberToShortWordFilter}}
₹ {{objBuyVsRent.PropertyLegacy | NumberToShortWordFilter}}

Explanation : All values of expenses and spends are same in both cases to have a similar comparison. Any Existing property Legacy is additional to above.

Rent V/S Buy

Retirement Age
Investment Returns
{{objRentVsBuy.RetirementAge}}
{{objRentVsBuy.InvestmentReturns}} %

Based on Above Rent Comparison, new property purchase is as below and also in addition this property will be left as legacy


Monthly Home Rent
₹ {{objRentVsBuy.ExistingMonthlyRent | NumberToShortWordFilter}}
New Property Purchase
₹ {{objRentVsBuy.NewPropertyPurchase | NumberToShortWordFilter}}
Financial Legacy
At Age {{objProfile.LifeAge}}
Property as Legacy
At Age {{objProfile.LifeAge}}
₹ {{objRentVsBuy.ExistingLegacy | NumberToShortWordFilter}}
₹ {{objRentVsBuy.ExistingLegacy | NumberToShortWordFilter}}

To Make a better comparison of leaving similar amount as legacy in case of Rent option, below is revised rent values.


Monthly Home Rent
₹ {{objRentVsBuy.NewMonthlyRent | NumberToShortWordFilter}}
New Property Purchase
₹ {{objRentVsBuy.NewPropertyPurchase | NumberToShortWordFilter}}
Financial Legacy
At Age {{objProfile.LifeAge}}
Property as Legacy
At Age {{objProfile.LifeAge}}
₹ {{objRentVsBuy.PropertyLegacy | NumberToShortWordFilter}}
₹ {{objRentVsBuy.PropertyLegacy | NumberToShortWordFilter}}

Explanation : All values of expenses and spends are same in both cases to have a similar comparison.

Rent V/S Buy


{{RentVsBuyLogicErrorMessage}}

GO TO DASHBOARD RESTART & RUN CHECKS AGAIN RESTART COMPARE SECTION

View the full result of your financial health

check INSTANTLY & get the report on email
@ ₹ 99 only.

When you buy you also GET

1. Access to a FINANCIAL COACH for 30mins. on call (Limited Offer).

2. 1 MONTH Subscripation to check financial health frequently.

3. NSDL Stocks/Mutual Fund Portfolio TRACKER

4. 20% Discount to Full XE Plan

5. Free UPGRADE to new features.

6. BONUS Features like Gratuity calculator, Financial Anxiety Score etc.

Upgrade to Ezzy

finpin