MyPlanner

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  • What's new!
  • Senior Citizens Savings Scheme
  • Post office schemes
  • Varishtha Pension Bima Yojana
  • Track your family's net worth!
  • Print option for net worth report
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    Track your finances with Personalfn's MyPlanner!
    Privacy of customer's personal information is uppermost in our minds.
    Please read our Privacy Statement to know more about our privacy policy.


    What is the MyPlanner?
  • One stop place to track all incomes & expenditures to get a better hold on your cash flows!
  • See your net worth position, after adjusting for your liablities
  • Plan your financial future. See where you stand financially against your near & long term goals!

    Select list of what you can track with the MyPlanner - Assets, Liabilities, Receipts, Payments


    What do I get when I register?

    Create multiple accounts for your family to track individual cash flows and net worth!

        

    Monthly email alert to remind you of your incomes and expenditures for the following month!


    Free access to tracker for both stocks and mutual funds

        

    Service is always available and accessible from anywhere!


    Log in as many times you like!

        

    Get Balance Sheet / Cash Flow statements.


  • Like the MyPlanner? Would you like to subscribe?
    If you wish to subscribe and continue using the MyPlanner after completing your trial period, you will need to opt for one of the following -
    (A)  Pay an annual fee of Rs 330*

    (B)  Invest in personal finance products through Personalfn (free access for one year post the investment or during the term of the policy in case of life insurance).

    * Inclusive of 12.36% service tax payable to Government of India.