Your complete financial life, simplified into one clear plan.
Answer a few questions about your income, expenses, goals and cover. OnePlan turns it into a practical OnePage Financial Plan — what to fix first, what to invest, and when to review.
Free to use · Takes about 8 minutes · No obligation
Your financial health score
Illustrative sample — your score will use your own numbers.
A single hospitalization can cost ₹20 lakh. If it happened in your family tomorrow — who pays?
Most families discover their gaps only when the bill arrives. Three minutes, honest numbers, and you'll know exactly where you stand — health cover, income protection, term insurance, all six layers. Free, and no products pushed.
How OnePlan works
From financial confusion to a clear plan in four steps
STEP 1
Tell us about your finances
Income, expenses, savings, loans, insurance and goals — in plain language, no jargon.
STEP 2
We calculate your position
Our engine works out your net worth, savings ratio, insurance gap and retirement readiness.
STEP 3
Get your OnePage Plan
A single, clear page with your financial snapshot, goals and priority actions.
STEP 4
Act and review
Follow the priority actions, invest with confidence, and revisit your plan every year.
See it in action
A sample OnePage Financial Plan
Every plan fits on one page — your snapshot, your goals, and exactly what to do next.
OnePage Financial Plan · Sample
Rohan & Priya Sharma, age 34
Net worth
₹48.20 L
Monthly surplus
₹28.0 K
Savings ratio
24%
Emergency fund
3.2 months
Goal readiness
- Child's education (2038)On track
- Retirement (2052)Needs attention
- Home down payment (2029)At risk
Priority actions
- Increase term cover by ₹75L
- Build emergency fund to 6 months
- Increase SIP by ₹8,000/month
Why plan with OnePlan
Financial planning, without the overwhelm
Total clarity
See your entire financial life — income, assets, loans and goals — in one place.
Fewer blind spots
Spot insurance gaps and underfunded goals before they become a crisis.
Better decisions
Know exactly how much to invest, where, and for which goal.
Saves time
Skip the spreadsheets. Get a plan you can act on in minutes, not weeks.
Calculators
Run the numbers on your own
Fifteen free calculators covering investments, goals, loans and insurance.
SIP Calculator
Estimate the future value of your monthly SIP investments.
Goal Planning Calculator
Find the monthly SIP needed to reach any financial goal.
Retirement Calculator
Estimate the corpus you need to retire comfortably.
Loan EMI Calculator
Calculate your monthly EMI for any loan.
Life Insurance Need Calculator
Calculate the term cover your family would need.
Lump Sum Calculator
Project the future value of a one-time investment.
Track every goal, not just retirement
Education, a home, a wedding, a sabbatical — OnePlan turns each goal into an inflation-adjusted target and tells you the exact monthly SIP required, with a live funding status.
Find your real insurance gap
Most families are underinsured without knowing it. OnePlan compares your existing life and health cover against what your family would actually need, and shows the exact gap to close.
Recommended cover
₹1.5 Cr
Existing cover
₹50 L
Learn as you plan
Understand the 'why' behind every recommendation
Mutual Funds
SIP vs lump sum, direct vs regular, and how to pick funds by goal.
Read moreEquity Investing
Investing vs trading, diversification, and avoiding behavioural mistakes.
Read moreInsurance & Protection
Term plans, health cover, and the mistakes to avoid with investment-linked insurance.
Read moreFinancial Learning
Budgeting, debt management, and planning for every life stage.
Read moreWant a second opinion from a human adviser?
Your OnePage Plan is free and self-serve. If you'd like to review it with a qualified adviser, you can book a paid consultation any time — no pressure, no product pushing.
Book an Adviser ConsultationTrust & compliance
Built to be trustworthy, not just useful
Your data stays private
Your financial details are used only to generate your plan and are never sold.
Transparent assumptions
Every projection shows the return, inflation and life-expectancy assumptions used.
No product pushing
OnePlan does not sell mutual funds or insurance. Recommendations are need-based, not commission-based.
Educational, not advice
Outputs are for financial education and planning. They are not a substitute for licensed investment advice.
What users say
Placeholder testimonials
Illustrative quotes — to be replaced with verified user stories at launch.
“For the first time I could see my whole financial picture on one page. The action list was exactly what I needed.”
Anjali M.
Marketing professional, Pune
“The insurance gap calculator alone was worth it — I had no idea my cover was so far behind.”
Karthik R.
Self-employed, Bengaluru
“Simple, honest, no sales pitch. We finally have a plan we understand and can act on ourselves.”
Sneha & Arjun
Married couple, Delhi
FAQ
Common questions
Yes. Creating your OnePage Financial Plan and using all 15 calculators is free. Adviser consultations are a separate, paid, optional service.
Ready to see your complete financial picture?
Your OnePage Financial Plan is free, takes about 8 minutes, and gives you a clear next step today.