Your Personal Financial Plan,
Built by AI
Fill out our comprehensive questionnaire and get a personalised financial plan covering net worth, cash flow, goals, tax optimisation, retirement, and more — tailored to your country.
AI applies your country's tax rules, account types, and regulations.
AI-Powered Financial Planning — How It Works
AI-powered financial planning turns your income, goals, age and risk appetite into a personalised, goal-based financial plan — automatically. Instead of paying for a one-off consultation, WealthLenseAI's AI financial planner asks you 12–15 questions in a simple chat (or accepts a filled Excel template) and builds a plan tailored to your situation in minutes.
Your plan includes goal-based asset allocation, retirement and corpus projections, an emergency-fund and insurance gap check, tax-efficient suggestions for your country, and a concrete 30-day action plan so you know exactly what to do next. It is tax-aware for India (80C, NPS), the USA (401(k)/Roth/IRA), the UK (ISA/SIPP), Singapore (CPF, SRS) and Australia (superannuation).
The planner is free to use. The output is AI-generated, general in nature, and is intended for education — it is not a substitute for advice from a licensed financial adviser in your jurisdiction.
Goal-based allocation
An investment mix mapped to your actual goals and time horizon, not a generic template.
Retirement projections
See whether you're on track for retirement and what monthly investment closes the gap.
Tax-aware by country
Suggestions reflect 80C/NPS, 401(k)/Roth, ISA/SIPP, CPF/SRS or superannuation as relevant.
30-day action plan
A prioritised, step-by-step checklist so the plan actually gets implemented.
Frequently asked questions
What is AI-powered financial planning?
It is the use of AI to generate a personalised financial plan — goal-based asset allocation, retirement projections, tax tips and an action plan — from a short set of questions about your finances and goals.
How does the AI financial planner work?
Answer 12–15 questions in chat or upload a filled Excel template. The AI then produces a tailored, goal-based plan with allocation, projections, tax suggestions and a 30-day action plan.
Is the AI financial planner free?
Yes, the financial planner is free to use. Signing in lets you save and revisit your plan.
Is this regulated financial advice?
No. The plan is AI-generated, general in nature and for educational purposes only. Always consult a licensed financial adviser in your country before acting.
Which countries' tax systems are supported?
India, the USA, the UK, Singapore and Australia have dedicated tax-aware guidance covering instruments like 80C/NPS, 401(k)/Roth, ISA/SIPP, CPF/SRS and superannuation.