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.
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.
Understand where your wealth begins
A clear view of your income is the first step to financial mastery.
A Fresh Perspective on Your Finances
Managing money doesn’t have to feel overwhelming. This tool simplifies your finances and helps you:
Break Down Expenses
See exactly where your money goes and how much you’re spending.
Spot Savings Opportunities
Find ways to cut back without giving up what’s important.
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
- 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.
Our Other Calculators
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.