WHY SouFIN OVER OTHERS?
Because we have the BEST FINANCIAL PLANNING SOLUTION in the Market!
We offer all of it at JUST 1.5% OF OUR COMPETITOR'S COST!
SCOPE 1: FREE CALCULATORS
Basic Functionality:
SIP calculators typically provide simple calculations, like the monthly investment needed to meet a specific financial goal or expected returns on an investment over time. They are mostly free to use.
Disadvantage:
Integration Issues: They do not accommodate multiple financial goals simultaneously.
Static Assumptions: They do not account for changing market conditions or personal financial changes, which can greatly affect outcomes.
True Cost of Traditional Calculators:
Short-Term Focus: While they may seem cost-effective initially, their lack of depth can lead to suboptimal investment strategies.
Long-Term Consequences: Inadequate planning with these tools can result in significant financial losses over time due to missed opportunities for growth.
They can not serve the purpose of goal-based financial planning, i.e. aligning investment & withdrawal strategies with a goal's nature and pedigree.
SCOPE 2: FINANCIAL PLANNERS
Basic Functionality:
They are either individual financial planners or financial planning websites, where a financial planner will be assigned to you. He/she would take input from you, and would customize your Financial plan manually & suggest that you should invest in X mutual funds.
Disadvantage:
Heavy reliance on the financial planner / Static Retirement planning: As you would have already realized, the financial planner in this case is human. He/she takes input from you, works out a financial plan for then shares that with you. Any change in the plan usually takes a few days/weeks to be incorporated.
No Expenditure planning: All of them usually lack a structured expenditure plan to arrive at the financial plan. Without the same, your financial plan can never be a true reflection of your goals.
Extremely High on Service Cost: While their service fee of INR 25,000 yearly or 1% less in MF returns may seem minuscule, the answer lies in COMPOUNDING!
Most solutions are built around 2 BROAD SOLUTION SCOPES
Let's see how!
WHY SouFIN OVER OTHERS?
Because we have the BEST FINANCIAL PLANNING SOLUTION in the Market!
We offer all of it at JUST 1.5% OF OUR COMPETITOR'S COST!
Most solutions are built around 2 BROAD SOLUTION SCOPES
SCOPE 1: FREE CALCULATORS
Basic Functionality:
SIP calculators typically provide simple calculations, like the monthly investment needed to meet a specific financial goal or expected returns on an investment over time. They are mostly free to use.
Disadvantage:
Integration Issues: They do not accommodate multiple financial goals simultaneously.
Static Assumptions: They do not account for changing market conditions or personal financial changes, which can greatly affect outcomes.
True Cost of Traditional Calculators:
Short-Term Focus: While they may seem cost-effective initially, their lack of depth can lead to suboptimal investment strategies.
Long-Term Consequences: Inadequate planning with these tools can result in significant financial losses over time due to missed opportunities for growth.
They can not serve the purpose of goal-based financial planning, i.e. aligning investment & withdrawal strategies with a goal's nature and pedigree.
SCOPE 2: FINANCIAL PLANNERS
Basic Functionality:
They are either individual financial planners or financial planning websites, where a financial planner will be assigned to you. He/she would take input from you, and would customize your Financial plan manually & suggest that you should invest in X mutual funds.
Disadvantage:
Heavy reliance on the financial planner / Static Retirement planning: As you would have already realized, the financial planner in this case is human. He/she takes input from you, works out a financial plan for then shares that with you. Any change in the plan usually takes a few days/weeks to be incorporated.
No Expenditure planning: All of them usually lack a structured expenditure plan to arrive at the financial plan. Without the same, your financial plan can never be a true reflection of your goals.
Extremely High on Service Cost: While their service fee of INR 25,000 yearly or 1% less in MF returns may seem minuscule, the answer lies in COMPOUNDING!
True Cost of Financial Planners
Consider scenario 1, where your financial planner charges an yearly management fee to the tune of minimum Rs 25,000, with an annual hike of 4. If the same amount is invested over a period of 30 years, it can result in returns of ~ INR 1 CR, which means your commission would indirectly amount to INR 1 CR!
Consider scenario 2, which would seem like the cheaper option, i.e. getting 1% less returns on MF (Regular funds). To your surprise, just by the power of compounding, you will be robbing yourself of almost 16% net returns over a 30-year timeline!
That is, for an INR 25,000 monthly SIP over 30 years, you would only be getting INR 10 CR instead of a possible INR 12 CR, which means a commission of INR 2 CR or ~16% of total value!
Your best bet? SouFIN
ADVANCED FEATURES
SouFIN offers you all of the competitor's features along with NEVER SEEN BEFORE ADVANCED FEATURES like expenditure planning, milestone based child planning, unique 3 way retirement planning. Our customers can fully drive their own financial planning, with multiple customizations possible, in a very intuitive, simple & transparent way!
UNMATCHED CUSTOMIZATION
Our platform lets you customize every detail to match your unique financial goals, life changes, risk tolerance, and investment preferences. Unlike basic SIP calculators or one-size-fits-all plans from financial advisors, SouFin offers a deep level of personalization. This means your financial strategy is not only complete but also flexible, adapting perfectly to your evolving financial needs.
All at JUST 1.5% of COMPETITOR's COST!
THE BIGGEST HIGHLIGHT! SouFIN offers all of the knowledge, customizations, and insights at just INR 22,000 ONE TIME SUBSCRIPTION! Yes, that’s it!
P.S., we know today's customers are smart enough to choose their own mutual funds!
Particulars
SIP/Goal Calculators
Financial Planners
SouFIN
SIP/Goal Calculator
Yes
Yes
Yes
Goal Based Financial Planning
No
Yes
Yes
Expenditure Planning
No
No
Our UNIQUE PROPOSITION
Child Planning
No
Only Target Based
Detailed MILESTONE based
Yearly SIP % Increment Calculation
No
Static
DYNAMIC
Retirement Planning
No
Only Calculates SIP needed for target amount & age
Calculates Retirement Age & our UNIQUE PROPOSITION: tells SIP/Lumpsum needed to retire at any point
Investment Funds
No
Mandatory in Some
Doesn't force you to invest in selective Mutual Funds
Customized Financial Plans
No
Static, a dedicated Financial Planner designs basis User's input
Completely DYNAMIC, User controls 100% of the aspect
Customized User Experience
No
Dashboard Available for review and not for changes
Dashboard Available for review, edit & all customizations
Price
Usually Free
Starts from INR 25,000 / yr or 1% less return in MF to customer
ONLY INR 22,000 ONE TIME for LIFE-TIME ACCESS
Let's look in detail how SouFIN trumps over both available scopes:
Choose your pricing plan
Find one that works for you
Basic
6,999₹Perfect for individuals looking for goal planning like dream car, house or create custom ones!- Creation of 1 Wedding Plan
- Creation of 2 Dream Car Goals
- Creation of 2 Dream House Goals
- Custom Goal creation
- Create from Pre Created Templates
- Yearly SIP % increase included
- Review goals dashboard
- Financial Plan dashboard with insights
- Private User Page
- Unlimited edits & additions
- Unlimited customizations
Child Planning
8,999₹Get our Unique & Comprehensive Child expenditure & financial planning- Creation of 2 Child Plan Goals
- Create Expenditure Plan under well thought stages
- Yearly SIP % increase included
- Review Goals Dashboard
- Stage wise Financial plan dashboard
- Private user page
- Unlimited edits & additions
- Unlimited customizations
Retirement Planning
11,999₹Perfect to design your unique Retirement expenditure and financial plan!- Creation of 1 Retirement Plan
- Create Expenditure plan under well thought stages
- Choose from our 3 Unique scenarios
- Yearly SIP % increase included
- Review Goals Dashboard
- Scenario wise & Stage wise Financial Plan dashboard
- Private user page
- Unlimited edits & additions
- Unlimited customizations
- Best Value
All in One
21,999₹Bundled package with Basic features + Child & Retirement Planning- Everything in Basic + Child + Retirement
- Create goal from Basic Pre Created Templates
- Custom goal creation
- Child Planning - Stage level expenditure plan
- Retirement Planning - Stage level expenditure plan
- Retirement Planning - Unique Scenario Planning
- Yearly SIP % increase included
- Review Goals Dashboard
- Scenario Wise & Stage Wise Financial Plan Dashboard
- Private User Page
- Unlimited edits & additions
- Unlimited customizations
Using SouFin has been an eye-opener for me. It’s not just a financial tool; it’s a partner in achieving financial well-being. I’m grateful for the clarity it has brought to my life.
David Thompson
As a small business owner, I needed a solution that could grow with me. SouFin has been exactly that – reliable, insightful, and incredibly easy to use. I recommend it to anyone looking to simplify their financial management.
Michelle Garcia
SouFin’s user-friendly interface and robust features make it the perfect financial companion. Their customer support team is also fantastic, always ready to assist. I couldn’t ask for more.
Ankit Kapoor
SouFin has completely transformed the way I manage my personal finances. Their tools are intuitive, and the insights I’ve gained have made budgeting and saving effortless. Highly recommended for anyone seeking financial clarity!
Priya Sharma
The SouFin platform is a game-changer for my business. From streamlined financial management to detailed analytics, it has made running my operations so much easier. Thank you for this incredible solution!
Rakesh Mehta
I was skeptical at first, but SouFin exceeded my expectations. The personalized recommendations have helped me make smarter financial decisions. I’m finally on track to achieve my goals!
Sarah Wilson
Explore genuine client feedback
The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.
Not sure where to begin?
Craft a goal that’s uniquely yours and take the first step towards financial clarity.
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