Intelligent personal financial planning platform designed to help individuals build structured investment strategies based on income, financial goals, insurance coverage, and behavioural risk profile.
SysMindX FinPlanner is built on a core insight: most financial tools recommend funds based on past performance. FinPlanner does the opposite — it starts with you. Your income, goals, risk comfort, insurance gaps, and financial health are profiled first. Then the right funds are matched to your life.
The system combines adaptive profiling, financial health scoring, SEBI-categorized mutual fund analysis, and investment calculators to generate personalized financial plans that are structured, realistic, and actionable.
A dynamic questionnaire that adjusts based on responses — building a complete picture of financial situation, goals, risk tolerance, and existing coverage before any recommendation is made.
Scores the user's financial health across income stability, expense ratio, emergency fund coverage, insurance adequacy, and investment readiness — giving a clear baseline before planning begins.
Maps the completed profile against SEBI-categorized mutual fund data to surface fund recommendations that align with risk profile, time horizon, and stated financial goals — not just top performers.
The platform is live. Build your complete financial plan in minutes — structured, personalized, and built around your life.
Launch SysMindX FinPlanner →