Everything your financial plan needs, in one scorecard.
Moneyanam brings your goals, protection, net worth and monthly reporting together — and keeps your Sampadha advisor in the loop the whole way.
Goals Score Card
See current SIP, required SIP, the monthly gap and time remaining for every goal, with a clear indication of whether it is on track.
FinFit Score
A protection check across you, your spouse, kids and parents — term, health, disability, critical illness and emergency fund — colour-coded by what is done and what is missing.
Net Worth
Assets, liabilities and asset allocation in one view, each rupee mapped to the goal it is working toward — with good-debt vs bad-debt flagged.
Financial Roadmap
Your life goals laid out on a timeline from today to retirement — see the journey, the milestones and the order, not just a wall of numbers.
Monthly Report
A clear progress report from your advisor every month — read it on screen or download the PDF. No jargon, just where you stand and what to do next.
Your advisor, close
A personal note each month and a tap-to-ask line to your Sampadha RM whenever you need them. Advisor-assisted, never a faceless robo-app.
How it works
Your advisor sets you up
Your Sampadha RM creates your profile, captures your goals, income and existing investments.
Connect or we enter it
Link your accounts via the RBI Account Aggregator for live numbers, or your advisor enters them manually.
See your scorecard
Every goal scored against the required run rate, your protection gaps surfaced, net worth mapped to goals.
Track it every month
A fresh progress report lands monthly with a note from your advisor — adjust, top up, stay on rate.
Ready to see your scorecard?
Moneyanam is offered through Sampadha advisors. Log in if you already have access, or request it.