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Build your financial plan
Start with a secure profile. Your dashboard will organize your goals, investments, loans, insurance and advisor reports.
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Guided onboarding
From scattered finances to one clear plan.
Like a modern wealth app, but advisor-led: connect profile, define goals, review gaps, and receive a plan you can act on.
Sample onboarding outputReady in 5 min
Plan score82/100
SIP capacityINR 85k
Advisor fitHigh
1
Create profileFamily, income, goals, liabilities and existing investments.
2
Upload documentsCAS, loan statement, policy documents and portfolio files.
3
Get advisor-ready planAI explains; Mintra advisor validates and executes.