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Firefly Financial planning anime illustration with roadmap leading to success and money in

Build your roadmap for Financial Success

With in-depth financial planning and TrueX Advisory support, create your pathway to Financial Success 

Firefly Financial planning anime illustration with roadmap leading to success and money in

Key App Features

Financial Roadmap

Create your financial plan by knowing your risk appetite, planning your investments, securing against emergencies, optimizing tax payout, and minimizing home loan interest payout -  based on your salary, age, family, and preferences.

TrueX Advisor Connect

Do you need guidance on taxes? Unsure about where to invest?  Get all your questions answered by TrueX Financial Expert and make prudent decisions.

Financial Wellness Assessment

Find your financial mindset across money management, emergency preparation, future planning and Investment preferences. Personalized advice are provided to kick off your financial wellness journey

Insurance Planner

Know the insurance coverage required for protecting you & your family. Personal factors like age, dependents, city and financial factors are considered to recommend the right coverage. 

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Tax Planning
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Compare between old and new tax regime to select the right regime. Use the in-depth comparison and TrueX Advisor connect to find additional opportunities for tax saving.

Achieving Goals
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Define your Financial goals and TrueX will suggest the right portfolio of investment options to achieve them. TrueX advisor will setup your portfolio by picking the right funds and suggest timely tweaks to the portfolio to ensure goal achievement.

Start your Financial Wellness Journey

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