A real financial plan —
not another reel.
Start with a free Financial Health Score in 5 minutes.
Every influencer has an opinion. We do the maths. MyFinPlan brings a CERTIFIED FINANCIAL PLANNER with 24 years in the market together with AI — so you know exactly where you stand and what to do next, and a real human is there when you want one.
AMFI ARN-286886 · CFP-led · 10,000+ families · 100% free to start
Free · 5 minutes · no payment
Know exactly where you stand
The Financial Health Score is an honest, 5-minute read on your money — for education, not a sales pitch. No jargon, no login, nothing to pay.
- A 5-pillar health analysis — cashflow, protection, investments, debt and retirement readiness
- Your net-worth estimate at a glance
- An insurance-gap flag (are you under-protected?)
- Your emergency-fund status
- A prioritised list of what to do next
Your Financial Health Score
The MyFinPlan way
Human + AI, from first look to follow-through
AI does the heavy lifting on the numbers. A real person from Trustner is there for everything the numbers can’t do on their own.
Know where you stand
Take the free Financial Health Score — 5 minutes, no payment, no login needed. An honest read on your money, today.
Build your MyFinPlan
Go deeper into a goal-based plan or a full blueprint — retirement, your child, a home. The maths is done for you, properly.
Get real handholding
Want a human? A real person from the Trustner team walks you through it — and stays with you when markets get noisy.
One roof
All your money tools in one place
Free to explore — the same tools and research we use with our own clients.
59 Calculators
SIP, retirement, goals, tax, insurance and more.
ExploreMoney Guides
PPF, NPS, SGB, term & health cover — explained plainly.
ExploreLearn
From SIP basics to PMS, AIF, SIF and GIFT City.
ExploreMarket Pulse
A weekly, jargon-free read on the markets.
ExploreFund Research
Explore, screen and compare across 4,200+ funds.
ExplorePortfolio Check-up
A second opinion on what you already hold.
ExploreWhy Trustner
The trusted alternative to the noise
In a market full of anonymous tips and viral opinions, MyFinPlan is built on something rarer — accountability.
Regulated & accountable
AMFI-registered Mutual Fund & SIF Distributor, APMI-registered PMS Distributor — ARN-286886. A named firm, not an anonymous handle.
CFP-led, 24 years in the market
Guidance grounded in a CERTIFIED FINANCIAL PLANNER practice and over two decades of real market experience — trusted by 10,000+ families.
One roof for your whole life
Mutual funds, SIF, PMS and AIF, plus insurance, will & trust — planned together, the way a life cycle actually works.
You control your data
Your raw answers aren’t stored. Save your score to your account only if you want to — and delete it anytime.
When you want a human,
we’re one call away.
Start free with your Financial Health Score. Whenever you’re ready for handholding — on a goal, a plan, or just a worry — a real person from Trustner is here.
No payment · No login · Instant results
MyFinPlan and the Financial Health Score are for educational purposes only. The score and any suggestions are generated algorithmically from what you enter and do not constitute investment advice as defined under the SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. — AMFI registered Mutual Fund distributor and SIF Distributor, APMI registered PMS Distributor: ARN-286886. Past performance does not guarantee future results. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.