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Equentis Budget Buddy
Take a closer look at your earnings, spending, and investing habits.
Get your portfolio
A Financial Snapshot You Can Act On
Ever wonder where your money really goes?
This tool breaks down your income, expenses, and savings, giving you a clear picture of your financial habits. But it doesn’t stop there—it highlights areas to save and shows how redirecting even small amounts into smarter options like equities can make a big difference
It’s more than a tracker; it’s a guide to help you spend better, save smarter, and take control of your financial future.
Equentis Budget Buddy
A simple and effective way to track your monthly expenses.
Income
Understand where your wealth begins
A clear view of your income is the first step to financial mastery.
Understand where your wealth begins
A clear view of your income is the first step to financial mastery.
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E.g. Dividend, InterestLiving Expenses
Loan/EMI
Personal Expenses
Insurance
Investments
Personal Details
Results
Understand where your wealth begins
A clear view of your income is the first step to financial mastery.
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E.g. Dividend, InterestA Fresh Perspective on Your Finances
Managing money doesn’t have to feel overwhelming. This tool simplifies your finances and helps you:
1
Break Down Expenses
See exactly where your money goes and how much you’re spending.
2
Spot Savings Opportunities
Find ways to cut back without giving up what’s important.
3
Plan for Growth
Learn how redirecting your savings into smarter options can make your money grow.
Small Changes, Big Results
Turn Savings into Growth
A little saved today can mean a lot tomorrow. For example, by trimming unnecessary expenses and investing ₹5,000 a month in high-growth stocks, you could grow a significant amount over time. At Equentis, our team provides 20-25 high-growth stocks based on algorithm-based research.
5in5 Wealth Creation Strategy
1
- Suitable for an investment surplus from ₹3L – 25L.
- An investment for 5–6 years.
- Personalized portfolio of 20–25 high-growth stocks
- Timely buy-hold-sell alerts
- Proactive stock rebalancing
Mispriced Opportunities
- Suitable for an investment surplus of 30K/month. An investment for 6-12 months
- Get 1 new stock every month
- Timely buy-hold-sell alerts
- For medium-term returns
Combo
- Suitable for an investment surplus from 5L-25L. An investment for mid-to-long term.
- For long-term wealth creation & medium-term returns
- Create a well-diversified portfolio for your goals
- Timely buy-hold-sell alerts
Dhanwaan
- Suitable for an investment surplus of ₹25 lakhs & above.
- An investment for 5–6 years.
- Premium services for HNIs
- Receive 20–25 stock recommendations
- Dedicated relationship officer
Steps to Build a Smarter Financial Future
Once you’ve got your results, here’s how to make them work for you:
Analyze Your Spending
Spot areas where you’re overspending and take control.
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Discover a suite of cutting-edge tools to enhance your financial journey:
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Frequently asked questions
Get answers to common Income Health Check queries.
Unlike a budget tracker, this tool doesn’t just record your spending—it helps you see where you can save and how to grow those savings through smarter financial choices.
Yes, by tracking your expenses and savings, it gives a clearer picture of how inflation could affect your future financial health.
While it doesn’t analyze performance directly, it helps you identify gaps in your current financial strategy that could be optimized through better decisions.
Absolutely! By analyzing your savings and spending, you can align your finances with specific goals, like retirement or a major purchase.
Yes, you can input different investment categories, allowing you to evaluate how both short-term and long-term options contribute to your overall financial health.
You can manually enter your income each month, making it adaptable to irregular earnings while still offering valuable insights on savings and growth.
Yes, the tool helps by breaking down various asset types, allowing you to see if you’re overly reliant on a single investment class.
While it doesn’t directly assess risk, it lets you compare potential returns across different savings and investment options to find what suits you best.
Your information is protected, and we only use it to provide you with accurate financial insights—your data privacy is a priority.
Yes! Once you’ve analyzed your spending and savings, you can use the insights to work with financial advisors for personalized planning.