Get Your Free Financial Plan within 3 Minutes

Get a free 3-minute Financial Snapshot — a clear monthly SIP plan.No phone number. No spam

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Coin

Secure

Your data stays private—no names, no personal details, just your numbers.

Protected

All your entries are automatically cleared after 30 days.

Personalized

Built for Indian incomes, EMIs & goals and long-term aspirations.

Practical

Your plan made simple—for the next 7, 30 and 90 days.

Why Caps Finserv Stands Out

Simple, secure, and designed for the way India really manages money. Get a free 3-minute Financial Snapshot

Your Financial Goal

No phone number. No spam

Use it anonymously; add email only if you want your report delivered.

India-ready math

Built around take-home salary, EMIs, dependents, and real-world goals.

Transparent assumptions

Inflation, returns, and formulas are listed in your PDF.

Privacy by design

Your data auto-deletes after 30 days.

Free to use

Optional Caps Finserv Plus adds deeper goal views (coming soon).

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What You'll Get with Caps Finserv

Goal Based SIP

Invest step by step, and reach your dreams on time.

Emergency Fund

Exact target in months of essentials and how much you're short.

Retirement Plan & SIP

Monthly SIP to hit your retirement corpus, with a clean split by asset.

Health Cover Range

Suggested ₹ range for individual or family floater.

Term Insurance Need

A simple, rupee number based on your income and loans.

Asset Allocation

Equity / Debt / Gold split tailored to your age and risk.

Financial growth illustration with money trees and coin stacks

Plan With Love, Invest With Care

Plan today for your child's education and marriage with confidence. We'll guide you step by step to secure their future.

How it works

Step 1 — Answer a few basics

Age, dependents, income, expenses, EMIs, savings, current covers, and comfort with risk.

Step 2 — See your snapshot

Instant, easy-to-read results with clear green/amber indicators.

Step 3 — Download your PDF

Get a neat report you can save, share, or revisit with a magic link.

Frequently Asked Questions

Everything you need to know before starting your investment journey.