An event which we keep very close to our heart as it comprises of the people who have been our constant support in growth i.e. our customers. Our August 2025 Customer Connect at The Park on MG Road followed the same spirit—customers meeting the teams behind their portfolios, sharing questions in the open, and leaving with clearer next steps alongside peers they rarely see outside formal reviews.

The event commenced where our founders talked about FinAtoZ journey, our research, about our team and the product updates since the last connect, and then we walked through the FinAtoZ Planning Platform again so families could see live how goals, SIPs, and allocations come together in one place—experience like none other and a one click control over their investments and lifetime goals.

FinAtoZ Planning Platform provides you real time access to your investment journey.

It provides you the experience to have a constant monitoring over your goals, including if they are on track or if they are completed providing you the real time data of the amount invested and the amount yet to invest from your SIPs.

These are the advantages of FinAtoZ Planning Platform: Real time access to data, simplified goal based tracking, details of allocation to each goal, integrated access for Helpdesk, action item tracking and fees payment, and bank grade security server.

For a quick demo of FinAtoZ Planning Platform click here and we will redirect you to the credentials of demo account and then you can yourself login and experience what it feels like to be a FinAtoZ customer.

Also you can click on ask an expert and get your queries resolved.