Everything you need to plan and close

One tool, from the first client question to a report they remember you by. Here is everything inside FinClarus.

Project the retirement corpus a client needs and size their life and health cover gap, turned into clear monthly numbers.

Required SIP for every goal, plus interactive curves a client can play with right in the meeting.

Protection, emergency fund, retirement, goals and debt rolled into one score the client instantly understands.

Translate a daunting ₹6.85 Cr retirement target into what it is worth today, so clients stay confident, not overwhelmed.

Show a smaller, realistic starting SIP that rises with the client's income each year and still reaches every goal.

Settle the classic question, prepay the loan or invest the surplus, with a live side-by-side calculation.

One glance shows what the client can fund now and what needs a little more, instead of a wall of numbers.

Your logo on a clean, professional PDF the client keeps. No spreadsheets, no guesswork.

Deliver the live plan to the client on WhatsApp in one tap, the channel they actually open.

Send a link the client opens on their phone, no login needed, and explores their own plan.

Give each client a plan in their regional language, not just English, so it reads clearly for families across the country.

Plan and report in 24 currencies for NRI and overseas clients, not only rupees.

From client meeting to plan in three steps

A quick guided form. Retirement, education, a home, protection, income, the works.

A health score, the gaps, and the required SIP for every goal, in seconds.

Export a PDF in your brand or send a live link the client opens on their phone.