Financial Planning

All In One Variable SIP

All In One Variable SIP

This is the most recommended offering as it captures all goals

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Early Retirement SIP Plan

Early Retirement SIP Plan

Your future is in your hands, retirement planning is the key

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Dream Home Purchase Plan

Dream Home Purchase Plan

Unleash your imagination, design your ultimate dream home

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Child Education Plan

Child Education Plan

Invest in their future, give your child the gift of education

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Dream vacation Plan

Dream vacation Plan

Leave your worries behind, relax and recharge on your dream vacation

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SIP plan for lavish wedding

SIP plan for lavish wedding

Celebrate in style, a lavish wedding beyond your wildest dreams.

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Buy your dream car SIP plan

Buy your dream car SIP plan

Experience pure bliss, discover the joy of driving your dream car.

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Emergency Reserves Goal

Emergency Reserves Goal

The unsung heroes of financial planning

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Our Plans

Description Free Plan Self Serve Plan Human Assisted Plan
Access to tools for goal planning, monitoring, and rebalancing.
View and manage individual goals with continuous updates.
Dashboard to track goals, portfolio details, and key goal characteristics.
Expert support for using tools and addressing concerns.
Price (1 Year) Free ₹1299₹599 ₹1799₹999
Plan Now Plan Now

Why Bharat Advisor?

AI-Powered Personalization

AI-Powered Personalization

Create tailored financial plans based on your unique goals, risk appetite, and financial situation.

Goal-Based Financial Planning

Goal-Based Financial Planning

Whether it's saving for your child's education, retirement, or a dream home, set multiple goals and receive personalized strategies to achieve them.

Automated SIP Recommendations

Automated SIP Recommendations

Let our platform recommend the lowest possible SIP amount to match your financial goals. No guesswork-just data-driven insights.

Easy-to-Use Interface

Easy-to-Use Interface

You don't need to be a financial expert to use Bharat Advisor. The user-friendly platform guides you step-by-step, making financial planning accessible to everyone.

Flexible and Adjustable Plans

Flexible and Adjustable Plans

Life happens. Bharat Advisor allows you to adjust your financial goals anytime, ensuring your plan remains relevant as your needs evolve.

Explore Our Features

3 Steps to Financial Freedom

  • 1

    setgoal

    SET YOUR GOALS

    Input few basic financial details with regards to your goals and financial profile

  • 2

    plan

    DEVELOP A TAILORED AND PERSONALIZED FINANCIAL PLAN YOURSELF

    Create a plan as per your risk appetite and manually select portfolio as per your preferences

  • 3

    plan

    PLAN AND RELAX

    Monitor the plan on regular basis and rebalance it periodically

Try It Now

Your Path to Financial Success

Rising Cost of Education

Fact
The cost of higher education in India has been increasing by an average of 10-12% annually.

Insight
If your child is 5 years old today, by the time they turn 18, you may need over ₹50 lakhs to cover higher education expenses in India or abroad. Start planning early with Bharat Advisor’s goal-based financial planning software.

Rising Cost of Education
Retirement Readiness
Retirement Readiness

Fact
1 in 3 Indians is not saving enough for retirement, and only 7% of Indians feel confident about their retirement savings.

Insight
Bharat Advisor's retirement planning tool ensures you create a customized plan to maintain your lifestyle post-retirement by recommending optimized SIPs and regular tracking of your progress.

Savings Gap

Fact
According to a 2022 survey, nearly 55% of Indian households struggle to save, with many living paycheck to paycheck.

Insight
Bharat Advisor helps households break this cycle by automating savings and investments, ensuring you are consistently working towards your financial goals, even with limited monthly savings.

Savings Gap

What Our Users Say

The plans were very good, that’s what I was looking for, and also planning to buy the all in one plan but don't  have time to do those things, but that is what I am looking for
Kapil Patil
All sectors are going for AI solution, you did as well, idea is great, my overall experience was good, you have interactive interface, no issue in understanding things I was trying to contact you guys for financial or become your channel partner
Abhinav Jain
I visited your solution and that was pretty good, I was doing some future plan, and then I get your website which is easy to use and easy to navigate all things were good
Ashish Kumar

See Bharat Advisor in Action

Web - Investment Summary
Web - Financial Plan Summary
Web - Active Goal
Web - Portfolio Composition
Web - Retirement Plan Charts
Web - Goal SIP
Mobile - Financial Plan Summary
Mobile - Investment Summary
Mobile - Portfolio Composition
Mobile - Retirement Plan Charts
wealthtree

The Wealth Tree

Wealth is like wisdom. It is all around; you just have to reach out for it. Our founders have a strong belief in the concept of “Financial Awakening’ just like “Spiritual Awakening”

Planning of goals for a lifetime needs oodles of information, some intuition and lot of technical research and analysis. With our very inhouse AI powered and patented “The Wealth Tree” engine we help you building a financial plan which considers your future income and expense growth as well as duration of your goals along with dynamic asset allocation.

We understand when your goals can range from very short term to extremely long ones so should the financial plan.

We want you to enjoy your life as for everything else “The Wealth Tree” will take care of it…

Now take a long deep breath …… You have it all in your control !!

riskchart

Frequently Asked Questions

Bharat Advisor is an AI-powered financial planning platform designed to help you achieve your financial goals by enabling you to develop personalized financial plans, goal-based SIP recommendations, and real-time tracking of your progress—all with zero manual intervention.

Our platform uses advanced AI algorithms to analyse your financial goals, income, expenses, and risk preferences. Based on this data, optimized goal planning strategies are generated, tailored to your specific needs.

Absolutely! Whether it’s for your child’s education, retirement, or any other future goal, Bharat Advisor allows you to set and track multiple goals with customized plans for each.

We take data security seriously. Your information is protected with bank-grade encryption and stored securely. We comply with all necessary financial regulations and privacy standards.

Yes! Bharat Advisor offers a free trial where you can explore the platform’s key features, set financial goals, and get a personalized plan to see how it works before committing to a paid plan.

The financial plan developed by Bharat Advisor is based entirely on the inputs you provide, such as your financial goals, risk tolerance, income, and expenses. The AI-powered system automates the complex processes of analyzing your data, performing intricate calculations, and determining the SIP plan . This ensures that your plan is both accurate and personalized to your specific needs, saving you time while simplifying the complexities of financial planning. The AI's role is to eliminate human error and bias, ensuring you receive data-driven, objective financial goal plan.

Yes, you can easily modify your goals at any time. Whether your financial situation changes or you have new objectives, Bharat Advisor allows you to update your plan accordingly.

Bharat Advisor provides real-time progress tracking through intuitive dashboards. You’ll receive insights, alerts, and performance metrics to ensure your plan stays on track with your financial targets.

Bharat Advisor primarily focuses on offering personalized SIP (Systematic Investment Plan) plans based on your goals, risk profile, and time horizon.

Absolutely! Bharat Advisor is designed to be user-friendly and intuitive, making it easy for anyone—whether you’re a novice or experienced investor—to create and manage a personalized financial plan without prior expertise.
Moving Goal Post Problem

While we all want to live in the present what we cannot deny is the inevitable future and all that it holds for us. Health, education, family, vacations, marriage, childbirth, careers, and aspirations are just few of the many events we all aspire to truly relish. But the monks and life coaches of todays world consistently ask us to live in the present.

wealthfrontier
Power of Compounding

We all understand the importance of compounding and its power in the long run with parlance to our wealth, skills, relationships, and overall efforts in our lives. Whether it is learning a new language or learning to use those roller blades. Everything needs time. It’s nothing new. But then it’s easier said than done.

wealthfrontier
Opportunity Cost

Life will always offer opportunities. The ones you grab are the ones that will make the difference. We often quote it as the “What if” of the financial world. “What if” I would have invested in energy stocks and not in the pharma ones. Opportunity costs means “What else could I have done with my money?” and “Am I properly allocating my capital?”

wealthfrontier

Satisfied Clients

Awesome Planning

Clients

Daily Business

Recent blog posts

blog post
20 Jan 2022 Moving Goal Post Problem While we all want to live in the present what we cannot deny is the inevitable future and all that it holds for us.
Market Nifty 50 Sensex
blog post
20 Jan 2022 Power of Compounding We all understand the importance of compounding and its power in the long run with parlance to our wealth, skills, relationships, and overall efforts in our lives. Whether it is learning a new language or learning to use those roller blades.
Market Nifty 50 Sensex
blog post
20 Jan 2022 Opportunity Cost Life will always offer opportunities. The ones you grab are the ones that will make the difference. We often quote it as the “What if” of the financial world.
Market Nifty 50 Sensex
blog post
20 Jan 2022 Efficient Frontier A good portfolio is more than a long list of good stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of contingencies “ — Harry Markowitz
Market Nifty 50 Sensex
contact

Contact Us

Address: 88A, First Floor, Emaar Emerald Plaza, Emerald Hills, Sector-65, Gurugram, Haryana 122001

Phone : +91-9318376854
Email : support@simplifin.ai