Investor Pitch

India's First Financial Operating System

Transforming how 100M+ Indian salaried professionals plan their financial future — from scattered spreadsheets to one intelligent dashboard.

100M+

Salaried Professionals

40M+

SIP Investors

< 5%

Have a Financial Plan

Slide 01 — The Problem

India Invests. India Doesn't Plan.

People buy mutual funds before calculating retirement corpus

Home loans taken without understanding FIRE impact

Chronically underinsured — and unaware

Excel sheets that break when life changes

Financial planning is either expensive (advisors), generic (calculators), or chaotic (spreadsheets).

No dynamic, affordable, decision-intelligent system exists for middle-income India.

Slide 02 — The Insight

Financial Stress Isn't About Lack of Money.
It's About Lack of Clarity.

"How much do I actually need to retire?"

"If I take this loan, what happens to my retirement?"

"How much SIP is enough?"

"Can I afford this car?"

No app in India answers this holistically.
Until now.

Slide 03 — The Solution

FUMONEY — A Financial Operating System

Calculate

True retirement corpus using real inflation and post-tax returns.

Structure

All life goals — house, education, FIRE — into one unified plan.

Simulate

Financial decisions in real time. See impact before you commit.

User asks: "If I take a ₹50L home loan at 9%, what happens?"

Retirement Delay

+4 years

SIP Adjustment

+₹5,000/mo

Corpus Impact

-₹18L

Emotional decisions → Numerical clarity

Slide 04 — Three Core Engines

Built on Structured Financial Logic

Not generic rule-of-thumb calculators. Real financial math with category-specific Indian inflation rates.

Financial Fitness Engine

Scores financial stability across liquidity, risk, and growth.

Goal-Based Planning Engine

Inflation-adjusted corpus modeling for every life milestone.

Decision Simulation Engine

Loan, salary, and investment impact analysis — before you decide.

Slide 05 — Market Opportunity

A Massive, Underserved Market

TAM — India Salaried Middle Class

~100M

SAM — Digital SIP Investors

~40M

SOM — Finance-Aware Digital Users

~5-8M

Age 22-44
₹6L-30L annually
Urban Tier 1 & 2
Slide 06 — Business Model

Subscription-First. Not Commission-Heavy.

Free Tier

₹0

  • Basic financial plan
  • Retirement calculation
  • Fitness score

Pro Tier

₹99/moor₹999/yr

  • Decision simulator
  • Advanced goal planning
  • Dynamic plan updates
  • Scenario modeling

Future Revenue Streams

Advisor DashboardAPI IntegrationsFinancial Product Marketplace
Slide 07 — Why We're Different

The Decision Intelligence Layer

Mutual Fund Apps

Product distribution focused

Robo-Advisors

Portfolio allocation only

Human Planners

Expensive and inaccessible

Excel Planners

Static and fragile

We are not a broker. Not a distributor. Not a tip provider.

We are the decision intelligence layer above investments.

Slide 08 — Why Now

The Inflection Point

SIP culture is mainstream

Gen Z & Millennials are money-conscious

FIRE movement is growing in India

DIY investing is rising

AI makes dynamic modeling scalable

Financial literacy demand at all-time high

Structured planning tools don't exist at scale.
We're building the infrastructure behind the wave.

Slide 09 — The Vision

Where We're Going

Today

Personal financial operating system

Complete financial clarity for individual users.

Tomorrow

India's default financial decision engine

Embedded into payroll platforms, fintech apps, and advisory firms.

Long Term

API-driven financial infrastructure layer

For individuals, advisors, and enterprises at scale.

"Before I make a financial decision, I check FUMONEY."

— That's the behavior we're building.

Slide 10 — The Ask

Building Financial Clarity Infrastructure

Use of Funds

Product Engineering

Core platform + mobile experience

AI Decision Engine

Refinement + natural language simulation

User Acquisition

Creator partnerships + community growth

Regulatory Structuring

SEBI compliance + legal framework

We're not building another investment app.

We're building financial clarity infrastructure for India.

That's FUMONEY.

India's Financial Operating System. From financial chaos to numerical clarity.