๐ธ Personal Finance & Wealth Planning Tool - Worth ₹29,999+
๐ง Manage Your Financial Life in One Sheet
What's Inside
Professional Financial Book
A complete Excel-based money system — track income, spending, debt, investments, and future SIPs in one place.
Income + Savings
Track monthly income and savings automatically. Includes emergency fund allocation & real-time financial health stats.
Investment Dashboard
Breakdown by stocks, gold, bitcoin & SIPs. Asset diversification made easy with a fixed vs mid-cap ratio and risk zones.
10-Year SIP Forecast
Watch your wealth compound. A built-in calculator shows how disciplined SIPs grow into lakhs by your 30s & 40s.
50 / 30 / 20 Rule
Live the balance: 50% needs, 30% wants, 20% savings. The formula is baked into your monthly summary view.
Emergency Fund Setup
Automatically track how close you are to your 3–6 months backup goal. Includes logic & examples.
Stock Watchlist + Holdings
Track stock performance, set target prices, mark strategy per stock, and measure total gain or loss live.
Why People Love It ❤️
๐ Free Bonuses Worth ₹4,999
- ๐ Income & Expense Tracker (₹999)
- ๐ Investment Tracker (₹999)
- ๐ณ Stock Watchlist + Holdings(₹999)
- ๐ฆ Automatic Investment Growth Charts (₹999)
- ๐ฏ 10-Year SIP Forecast & Calulater(₹999)
๐ฅ Watch Demo
๐งพ Before vs After Using This Tool
Before | After |
---|---|
๐ธ No expense tracking | ๐ Full finance dashboard |
❌ No budget system | ✅ Goal-based budgeting |
๐ No investment overview | ๐ Growth tracker & alerts |
๐ผ️ Sheet Preview
๐ Compare Plans
Features | Basic ₹699 | Pro ₹1199 |
---|---|---|
Core Tools | ✅ | ✅ |
2 Year Updates | ✅ | ✅ |
Chat & Call Support | ❌ | ✅ |
Personal Customization | ❌ | ✅ |
๐ฐ Choose Your Plan
๐ฆ Basic ₹699: All core tools & trackers
๐ธ Buy now and get Excel Tool instantly
What Real Users Are Saying
“This Excel book helped me organize my entire financial year. Love the SIP forecast!”
- Aayush, Pune“I finally understand my investments and I’m on track for my emergency fund.”
- Meera, Bengaluru“Clean, fast, and powerful. Saved me hours every month!”
- Rohit, DelhiYour Success is Guaranteed ✅
We're confident you'll find this tool life-changing. Follow the process consistently, and you'll build real wealth over time. Stay disciplined, track monthly, reinvest wisely — and let compounding do its magic. Whether you're a salaried professional, freelancer, or student — this sheet helps you take total control of your financial life. One-time setup, lifelong results
How It Works
Download & Open
Instantly access the Excel sheet and open it in your favorite spreadsheet software.
Fill in Your Data
Add your monthly income, expenses, investments, and goals using guided columns.
Track & Grow
Check your dashboards, review your progress, and stay consistent with your financial plan.
Who It's For
Salaried Professionals
Perfect for those earning monthly income and managing EMIs, savings & SIPs.
Freelancers & Creators
Track variable income, plan for taxes, and build a stable investment routine.
Students & Beginners
Build the right money habits early. Use this sheet to learn how to plan wealth step by step.
FAQs
Do I need Excel to use this?
Nope! It works in Google Sheets too — no installation required.
Is it beginner-friendly?
Yes. Every column is guided with tips and built-in formulas.
Is there customer support?
Yes. You’ll get email & WhatsApp support for setup or questions.
Can I get a refund?
Since it's a digital product, all sales are final. No refunds after download.