One Platform for All Your Financial Goals
Investments, tax planning, home loans, and property — expert advisory and powerful tools to help every Indian grow, protect, and manage their wealth in one place.
No credit card required • 14-day free trial • Cancel anytime
Grow Your Wealth with Expert Investment Advisory
SIP planning, equity research, goal-based investing, and real-time portfolio tracking — all in one place.
₹200 Cr+
Assets Tracked
SIP
Goal-Based Planning
File Smarter. Save More. Stay Compliant.
ITR filing, GST returns, old vs new regime analysis, and year-round tax planning for individuals and businesses.
80C+
Deductions Covered
ITR 1–4
All Return Types
Buy, Sell & Invest in Property with Confidence
RERA-verified listings, property due diligence, home loan assistance, and investment property analysis.
RERA
Compliant Advisor
15+ Banks
Home Loan Network
Get the Best Loan Deal — We Do the Legwork
Personal, home, vehicle, business, and education loans from 15+ banks and NBFCs. Best rates, minimal paperwork.
₹40L
Max Personal Loan
RBI
Compliant Partner
Stay Ahead with Real-Time India & World Market Data
Sensex, Nifty, global indices, forex rates, commodities, and economic calendar — live on your dashboard.
Live
Market Data
4 Asset
Classes Tracked
Financial Knowledge Designed for Every Indian
Expert articles on SIP, tax planning, home loans, GST, and the Indian economy — beginner to advanced.
10+
Expert Articles
3
Difficulty Levels
Who is eSquare Financials For?
Choose your path — we've built specific solutions for each
Individual Investor
Track your portfolio, plan for retirement, file taxes, manage loans, and set financial goals — all in one place.
- Portfolio & SIP tracking
- Tax planning (Old vs New regime)
- EMI & loan management
- AI Financial Advisor
- Goal-based planning
NRI — Living Abroad
Manage your India investments, taxes, and property from anywhere in the world. DTAA-aware, FEMA-compliant.
- DTAA & double tax relief
- NRE/NRO investment guidance
- ITR-2 filing for NRIs
- Property & repatriation
- AI advisor for NRI questions
Financial Advisor
IFA, MFD, RIA, or CFP? Manage all your clients, generate reports, and grow your practice on one platform.
- Client CRM & pipeline
- Portfolio analytics for all clients
- Bulk tax planning reports
- AI advisor for client queries
- White-label client portal
Meet Arya — Your Personal Indian Financial Advisor
Ask anything about Indian personal finance. Tax planning, SIP strategies, home loan advice, NRI taxation, RERA — Arya gives you direct, expert answers in seconds. No appointment needed.
- → Should I choose old or new tax regime?
- → How much SIP do I need for ₹1 Cr corpus?
- → What's the DTAA benefit for NRIs in USA?
- → Is this property RERA compliant?
5 free questions · No credit card · No email required
I earn ₹18L salary. Should I pick old or new tax regime?
New regime saves you more at ₹18L if you don't have heavy deductions. You'd pay ~₹2.63L tax vs ~₹2.85L in old regime (assuming standard deduction only).
But if you have 80C ₹1.5L + HRA ₹2L+ + NPS, old regime wins.
💡 Bottom line: Share your actual deductions and I'll calculate exactly which regime saves you more.
Built for the Indian Financial Ecosystem
Every feature designed with Indian regulations, tax laws, and financial products in mind.
11 Financial Calculators
SIP, PPF, EPF, Income Tax, HRA, EMI, FD, RD, NPS, XIRR and GST calculators built for Indian regulations.
Full-Featured CRM
Manage clients, track deals through a Kanban pipeline, log activities and never miss a follow-up.
Portfolio Tracking
Track investments, income, and expenses. Get insights from charts and reports in real-time.
Tax Planning Suite
Old vs new regime comparison, HRA exemptions, 80C/80D deductions — all in one place.
Advanced Reports
Visual dashboards with income vs expense charts, category breakdowns, and net worth tracking.
Team Collaboration
Invite team members, assign clients, and collaborate on deals with role-based access control.
Every Indian Financial Calculator You Need
From SIP to XIRR, from GST to Income Tax — all calculators follow the latest Indian financial regulations and RBI/SEBI guidelines.
- SIP Calculator with year-wise breakdown
- PPF with 15-year compounding (current govt rate)
- Income Tax: Old & New Regime (FY 2025-26)
- EMI with full amortization schedule
- XIRR using Newton-Raphson method
- GST with CGST/SGST/IGST split
Monthly SIP
₹10,000
Duration
20 Years
Expected Rate
12% p.a.
Simple, Transparent Pricing
Start with our 14-day free trial. Upgrade as you grow. Cancel anytime.
Basic
For individuals starting their financial journey
₹2,990/year (2 months free)
- ITR-1 & ITR-2 filing
- Portfolio tracking (10 holdings)
- 2 loan applications
- Essential calculators (6)
- Basic reports
- Email support
Premium
Complete personal finance management
₹7,990/year (2 months free)
- All ITR forms (1/2/3/4)
- Unlimited portfolio tracking
- Unlimited loan applications
- Property listings & tracking
- All 11 calculators
- Goal planning & tracking
- AI Financial Advisor
- Advanced reports & charts
Wealth
For HNI individuals & wealth management
₹14,990/year (2 months free)
- All ITR + capital gains
- HNI portfolio & rebalancing
- Full RE investment suite
- All 11 calculators
- Advanced goal & SIP planning
- Priority AI Advisor
- Custom wealth reports
- Dedicated advisor
Running a business? View Business Plans (from ₹999/mo) →
All prices exclusive of GST · Payments via Razorpay — UPI, Net Banking, Cards
What Our Clients Say
"E-Square Financials has completely transformed how I manage my 200+ clients. The SIP calculator alone saves me hours every week, and the CRM keeps everything organized."
Venkat Subramanian
Financial Advisor
VS Wealth Management, Chennai
"The income tax calculator with old vs new regime comparison is incredibly accurate. My clients trust the numbers because they match exactly with government portals."
Deepa Krishnamurthy
Certified Financial Planner
Wealth Compass Advisory, Bengaluru
"Finally a platform built for Indian financial advisors. The XIRR calculator and portfolio tracking give me professional-grade analysis at an affordable price."
Nikhil Joshi
Mutual Fund Distributor
Cornerstone Capital, Pune
Ready to Transform Your Practice?
Join 500+ clients who trust E-Square Financials to manage their investments, taxes, loans, and financial growth.
14-day free trial • No credit card required