• Plan Ahead

    A customized algorithm that generate a unique financial plan for the user based on his/her preference, current financial position and future aspiration. It provides holistic guidance on how much and where to invest your hard-earned savings in a systematic manner to maximize earning potential of your saving, using them to meet all your future requirements/aspirations and ultimately retire with good financial health.

  • Get Investment Advice

    We have a panel of Experts Advisors who we onboard after a very robust screening process These experts have proven track records and high credentials as far as giving advice and servicing is concerned. They have many years of experience and will help you prepare your plan and invest.

  • Manage Your Wealth

    Use our click and create functionality to organize your financial life in 34 different categories. Click or upload the photo or the document of your investment, our algorithms create it all in few seconds.You can manage your family portfolio (of four) with single login.

To know more about our new plan ahead feature.
Watch How it works




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Mowize: Your Virtual Financial Assistant!

What's in store for you

  • Personal Financial Plan

    Get a unique financial plan based on your current financial possition and future asspirations.

  • Professional Advice

    Get personalised advice from our pool of advisors.

  • Virtual Assistance

    With our virtual assistance functionality, you are just one click away to get your financial life organized.

  • Secure

    You can completely bank on our system. It is secured by SSL with SHA-2 and 2048-bit encryption

  • Free Cloud Storage

    Create a safe backup of all your investments and liabilities, accessible anytime & anywhere.

  • Easy Access

    Get access to all your financial details on your fingertips - digitized and stored safely with Mowize.

  • Sharing

    Create your own secured financial network and share the necessary financial information whenever required.

Get registered, all it takes is 2 minutes !

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Plan your Dreams. Fulfill your dreams