Moneyfrog.in vs Personal Financial Plan Wiz Usage & Stats

MONEYFROG OFFERS; Mutual Fund Investments & Wealth Services, thru a Hybrid Model; a Tech-Platform, supported with a Human-Touch, to help you make the most of your Investments, Life-Long, and leaving all your Investment worries with us. WHAT WE DO FOR YOU; We have made Mutual Fund Investments & Wealth Services; Simpler, Easier & Organised. We help you Track your entire Investments under One-Roof, along with Online Mutual Funds Execution (buy/sell). APP IS BEST SUITED FOR BELOW INVESTORS - NEW INVESTORS: You are new to investing & may need guidance. Discover some of the Best Mutual Funds, with the help of qualified expert. Invest your savings thru Mutual Fund SIPs. - DIY INVESTORS (Do it Yourself): You love to do things on your own; Explore, Track & Invest, at your pace, based on your objectives. For help, you always have qualified expert guidance. - EXPERT ASSIST: You want handholding & guidance, wants to always speak to a qualified expert before investing. Know what you are getting into, before Investing. GET A BETTER INVESTING EXPERIENCE - Access to CFP qualified financial experts (for all customers) - Sync your external investments, all under one roof - Tax advisory - Customer support – 7 days/ week SIP CALCULATOR: Know your calculations towards wealth creation or your objective, with a monthly investment in mutual fund SIPs. TAX SAVER: Invest in the best ELSS Mutual Funds, save up-to 1.5 Lacs, with a lowest lock-in period among other tax saving options. OUR INCOME - We promote regular plans in Mutual Funds, we earn distribution trail commission from the Mutual Fund companies we work with. Know more: www.moneyfrog.in/disclosure - Onboarding fees: we charge one-time onboarding fees, selected at the time of activation of your account. - We don’t believe in free services. If something is free, you will become the product & your data (personal & financial) is at risk and usually sold to 3rd parties to generate income. SECURITY & PRIVACY - Your security is our top priority; you access your account with a secure password, which is created & known only to you. - We have strongest available browser encryption, with Bank-Level Security. We use 256-bit SSL encryption and securely store your data. - Privacy Protection - We will never sell your personal information to a third party. QUESTIONS Got a question about your account? We’re happy to help – please send us a message through the App, or call us on +91 90046 75553, or an email to feedback@moneyfrog.in and we’ll look into it. DISCLAIMERS - Moneyfrog Financial Services Private Limited; is an AMFI registered Mutual Fund Distributor (ARN-94798), based out of Mumbai, India. - Investing in Mutual Funds involves Risks, and there is always the potential of losing money when you invest in Mutual Funds. - Before investing, consider your investment objectives, read all scheme related documents carefully and Mutual Fund charges. Know more: www.moneyfrog.in/disclosure - All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. LIST OF TOP MUTUAL FUND COMPANIES(we are covering currently) Axis Mutual Fund, Aditya Birla Mutual Fund, BNP Paribas Mutual Fund, DSP Mutual Funds, Canara Robeco Mutual Fund, Edelweiss Mutual Fund, Franklin Mutual Fund, IDBI Mutual Fund, Invesco Mutual Fund, HDFC Mutual Fund, ICICI Mutual Fund, IDFC Mutual Fund, Kotak Mutual Fund, L&T Mutual Fund, Mirae Mutual Fund, Motilal Oswal Mutual Fund, Nippon India (Reliance Mutual Fund), PPFAS Mutual Fund, Principal Mutual Fund, SBI Mutual Fund, Sundaram Mutual Fund, Tata Mutual Fund, UTI Mutual Fund TOP SEARCHES - Mutual Funds India | BEST SIPs | Mutual Fund App | SIP Online Investment | Best Mutual Funds | Best SIP Plan | Mutual Fund Sahi Hai | Best Mutual Fund Advisor app | Best SIP Investment App | Mutual Fund NAV
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Achieve your lifetime financial goals! Save hundreds of dollars with this comprehensive, DIY personal financial planning app. FINANCIAL PLAN WIZ is the only app available that puts comprehensive, do-it-yourself personal financial planning at the fingertips of anyone who wants to assess their ability to achieve their key lifetime financial goals. FINANCIAL PLAN WIZ is not a short term budgeting app. It is a long-term strategic planning app that allows you to assess your lifetime financial goals with the flexibility of performing ‘what if’ analysis at any time, so users can conveniently assess the impact of alternative goal, income and expense, saving and investing return assumptions. If you are 25-to-60-years old and want an alternative to expensive financial advisors for a personal financial plan, you can now download FINANCIAL PLAN WIZ and get started on saving money today. With minimal input, you will be able to: • PROJECT numerous financial variables such as assets, liabilities, wealth, and cash flow surpluses/deficits through retirement to age 95 in either future or present values • ASSESS alternative goal, income and expense, wealth and cash flow outcomes each year • GET TIPS on how to improve your forecast wealth, cash flow, and goals • EMAIL yourself key results as an attached PDF FINANCIAL PLAN WIZ was designed by well-known college Finance Professor and author Dr. Lawrence J. Gitman, with over 2 million students having used his textbooks. A licensed financial advisor, he designed this comprehensive personal financial plan app with a simple user interface that allows users to assess the likelihood they will achieve their key lifetime financial goals. Learn more about the FINANCIAL PLAN app on our website at pfwiz.com Questions? Support? Contact info@pfwiz.com
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Moneyfrog.in VS.
Personal Financial Plan Wiz

January 11, 2025