Follow Us :
Facebook-f Twitter Linkedin-in Instagram
First Floor C5 Nehru Colony near Fountain Chowk Dehradun
Login

INTRODUCING

Welcome to Money Matter, where our mission is to enable people all over India to attain financial security by wise financial planning.
Get Started

A Perfect Financial Plan Can Help You Create A Perfect Path To Reach Your Financial Goals.

Find the perfect path to reach your desired financial position.
Sample Report
image

Automated Advisory

Fintoo's Automated Financial Advisory option uses cutting-edge Artificial Intelligence to assess your financial situation and provides a customised financial planning solution is best suited for you.

Explore
image

Automated Advisory

Fintoo's Automated Financial Advisory option uses cutting-edge Artificial Intelligence to assess your financial situation and provides a customised financial planning solution is best suited for you.

Explore

Steps For Financial Planning

GETTING TO KNOW YOU.

Investment is an extremely personal subject. Therefore, we start the financial planning process by getting to know you, your needs, your goals, your existing assets and liabilities. Moreover, we also focus on understanding all minute details that play an important factor in financial planning.
 

ANALYSING AND IDENTIFYING THE RIGHT INVESTMENT AVENUES.

Performing an in-depth analysis of all the possible investment avenues involves several technicalities. Thus, we ensure that we combine our experience, expertise and exclusively developed AI-driven Robo Advisor to identify the ones that have the potential to achieve your financial goals. Going beyond just financial planning, our analysis also gives you effective retirement planning and tax planning recommendations that give you a 360 degrees financial solution and complete peace of mind.

RECOMMENDING THE RIGHT PLAN OF ACTION

As the action is the final step of every plan, we not only recommend the right investment avenues that will enable you to achieve your goals, but also assist you in investing in them. Moreover, we also go the extra mile and take care of the performance management activities like portfolio analysis and balancing. This ensures that the plan succeeds and you achieve your financial goals.

This Is How Your Customised Financial Report Will Look Like

Assumptions

Helps to assume the future income, expense, and returns based on the average rate of inflation and past performance.

 
 

Net Worth Analysis

Enables you to know your current net worth and compare it with your ideal net worth.

 

Fintoo Recommends

Based on the difference between your current financial position and your ideal financial position, Fintoo recommends various ways via which the difference can be minimized or eliminated.

Goal Analysis

Enables you to understand the potential of mapped assets to achieve your financial goals and recommends the ideal assets to achieve the goals.

Retirement Planning

Along with all the financial goals that you wish to achieve, the customised financial plan also takes care of your retirement planning.

Data Security
Cloud Infrastructure

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Authorized Access

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

FAQs

Financial Planning is the process of setting and achieving your financial goals through a comprehensive approach that takes into account your current financial situation, future financial needs, and risk tolerance.

 

Financial Planning is important because it helps you achieve your financial goals, such as retirement, buying a house, or funding your child’s education. It also helps you manage your money more effectively and reduce financial stress.

 

The key components of a financial plan include setting financial goals, analyzing your current financial situation, creating a budget, managing debt, investing, planning for retirement, and managing risk.

 

To create a budget, you need to determine your monthly income and expenses. You can then categorize your expenses into fixed expenses (such as rent, car payments, and insurance) and variable expenses (such as groceries and entertainment). You should also set aside money for savings and emergency expenses.