Plan smarter. Invest better. Protect everything.
Most people manage their money across five different apps, a folder of PDFs and a WhatsApp forward from a well meaning relative. SIFPE brings mutual funds, insurance, home and personal loans, goal planning, portfolio tracking and a real human to talk to into one place, built specifically for how Indian families actually plan.
- Products
- 40+
- Calculators
- 18
- Goal journeys
- 20
Illustrative preview. Your actual score is based on your inputs.
A complete financial ecosystem
From your first SIP to the day you retire, SIFPE covers investing, insurance, planning and support in one trusted place.
Mutual Funds
Start a SIP or invest a lump sum across equity, debt and hybrid funds.
Insurance
Compare term, health, motor and home cover from trusted providers.
Goal Planning
Turn education, home ownership and retirement into a funded plan.
Portfolio Tracking
See every investment your family owns, updated in one dashboard.
Loans
Home, personal, car, education and business loans from partner lenders, with eligibility in minutes.
Calculators
Work out your SIP, EMI, retirement corpus and tax outgo in seconds.
Plan the life you want, one goal at a time
Set a target and SIFPE works out the inflation adjusted corpus, the monthly SIP it takes to get there, and how likely you are to reach it, all with assumptions you can open up and change yourself.
Signature features that make finance simple
SIFPE Smart Financial Health Score
A single score out of 100 that looks at your savings, protection, goal funding and diversification, with clear next steps to raise it.
Financial Life Map
See education, marriage, home ownership, retirement and legacy laid out on one timeline, and watch your monthly SIP adjust as you move a goal.
Future Self Simulator
Put your current plan next to an improved one and a delayed one, side by side, using assumptions you can open up and edit yourself.
Family Wealth View
Invite the people you trust, bring every family portfolio into one view and share goals, with access that you control.
Everything under one roof
Mutual funds, fixed deposits, EPF, NPS, gold and insurance policies tracked together, with suggestions when your portfolio drifts off balance.
SIFPE Financial Vault
Keep PAN, KYC documents, policy papers, statements and nominee details in one encrypted vault your family can reach when it matters.
Built for every stage of your financial life
Your priorities at twenty five look nothing like your priorities at fifty five. SIFPE adjusts what it shows you based on where you actually stand.
Just starting your career
Set up your first SIP, build an emergency fund and understand tax saving investments without wading through jargon.
Raising a young family
Plan school fees years in advance, get the right life and health cover in place, and keep a shared view of household finances.
Running your own business
Separate personal and business goals, plan for irregular income and build a retirement corpus outside your company.
Approaching retirement
Shift toward capital protection, plan withdrawals that last and make sure your family knows where every document sits.
From signing up to feeling financially confident, in four steps
- 01Create your profile
A short signup with your basic and financial details. Most people finish in about five minutes.
- 02Discover your plan
Get a risk profile, a health score and recommendations built around your actual numbers.
- 03Invest and protect
Start a SIP, get insurance quotes, or book a call with our team whenever you want a human view.
- 04Track and grow
One dashboard, a shared family view, timely reminders and a portfolio check every quarter.
Honest by design. Secure by default.
We never promise guaranteed returns. We show fees, risks and assumptions clearly, and give you the tools to make an informed decision yourself.
Encrypted storage, controlled access and private document vaults protect everything you upload.
Every calculator on SIFPE shows you the numbers and formulas behind its result, not just an answer.
We show you risk, fees and past performance honestly, and never dress up an estimate as a guarantee.
Book time with our team on your schedule. No pressure, no scripted sales call.
Export or delete your information whenever you like. We do not sell your data to third parties.
Tax rules, EPF and NPS, family structures and goals are modelled the way Indian families actually plan.
What actually changes once your money lives in one place
None of this is new work. It is the same five things every household already juggles, just without the guesswork and the spreadsheet that goes stale.
| What you need to do | Without SIFPE | With SIFPE |
|---|---|---|
| Tracking your investments | A mix of broker apps, bank statements and a spreadsheet nobody updates for months. | Every mutual fund, FD, EPF, NPS and gold holding in one dashboard, refreshed automatically. |
| Buying insurance | A phone call from an agent pushing whichever policy pays the highest commission. | Side by side quotes from multiple insurers, with the commission we earn shown upfront. |
| Planning for a goal | A rough guess at how much a child's education or a home down payment will cost. | An inflation adjusted target, a monthly SIP number and a timeline you can adjust yourself. |
| Storing documents | PAN, policies and statements spread across email, WhatsApp and a drawer of paper. | One encrypted vault your family can reach, with access you control. |
| Getting answers | Whoever picks up the phone at the bank branch, usually trying to sell something. | Our team, booked on your own schedule, with no obligation to buy. |
Plain language guides, not jargon
You do not need a finance degree to use SIFPE well. Our guides explain each topic the way we would explain it to a friend.
Investing basics
What a mutual fund actually is, how SIPs work and how to read a factsheet.
Insurance explained
Term versus whole life, how much cover you need and what riders are worth paying for.
Tax planning
Old regime or new, Section 80C options and year end moves that actually help.
Retirement planning
NPS, EPF, annuities and how much you really need saved by the time you stop working.
Start your financial journey with SIFPE today
Free to begin. Get your health score, your first goal plan and investment recommendations in under 10 minutes.