EasyPlan

EasyPlan

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01 — OVERVIEW·

About EasyPlan

"We are building a savings and investment app for India. We target young, urban professionals (22 to 27 years old, earning $ 5000 + / year), who lack access to physical financial advisors.
The solution has three key parts:
1/ Planning: We help users build a monthly savings plan. The plan tells them how much they should save every month to achieve their goals. It also tells them how to allocate their savings between different financial products.
2/ Execution: Our algorithm recommends saving in a separate bank account for short term goals, fixed deposits for medium term goals, and a mix of mutual funds for long term goals. Users can open these financial accounts through the app, and move money seamlessly into them every month.
3/ Ongoing engagement: We remind users to move money into their saving/investment accounts right after their salary comes in (“Save before you spend”).
"

Specializations

FinTechFintech IndiaPromote financial literacy through gamification
02 — ANALYSIS·

4P SUGAR™ Quadrant

Scale 0 (lowest) to 100 (highest) · SUGAR™ by Bizoforce

About SUGAR Framework ↓

Bizoforce Inc. does not endorse any Service Provider, Vendor, Product, Platform, Solution, Partnership, Methodology, Technology or Service displayed or published on its website, and does not advise users to select services of those Providers with the highest or any other specified ratings or designations. Bizoforce research publications consist of the opinions of Bizoforce's Analysts and should not be construed as Statements of Fact. Bizoforce Inc. disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

03 — OFFERINGS·Products & Services
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