Everything You Need to Run a Successful Advisory
E-Square Financials brings together calculators, CRM, tax tools, and analytics into one seamless platform built for Indian financial advisors.
Start Free TrialFinancial Calculators
Every calculator follows the latest Indian regulations — SEBI guidelines, RBI rates, Income Tax Act provisions, and GST rules.
SIP Calculator
Monthly SIP returns with year-wise breakdown and charts. Supports variable SIP amounts.
PPF Calculator
₹1.5L annual limit with compounding over 15-year lock-in period (current government rate applied).
EPF Calculator
Employee & employer contributions with current EPFO interest rate calculation.
Income Tax Calculator
Old vs new regime comparison for FY 2025-26 with Section 87A rebate.
HRA Exemption Calculator
Metro and non-metro HRA calculation with all three condition checks.
EMI Calculator
Full amortization schedule for home, car, and personal loans.
FD Calculator
Fixed deposit maturity with quarterly/monthly/annual compounding options.
RD Calculator
Recurring deposit maturity calculation with quarterly compounding.
NPS Calculator
National Pension Scheme corpus with annuity and lump-sum breakdown.
XIRR Calculator
Newton-Raphson XIRR for irregular cash flows — mutual fund portfolios.
GST Calculator
Inclusive/exclusive GST with CGST, SGST, and IGST split for all rates.
Client Relationship Management
Manage your entire client base from leads to loyal clients. Track deals, log activities, and never miss a follow-up.
Contact Management
Store client details, tags, GSTIN, and notes with custom fields.
Kanban Pipeline
6-stage deal pipeline: Lead → Qualified → Proposal → Negotiation → Won → Lost.
Activity Tracking
Log calls, emails, meetings, and tasks with due date reminders.
Deal Management
Track deal value, expected close date, and pipeline stage.
Transaction & Portfolio Tracking
Track all income, expenses, and investments. Get visual insights with charts and reports.
Transaction Logging
Income, expenses, and investments with category and description.
Visual Reports
Income vs expense bar charts, category pie charts, net worth tracking.
Category Analytics
Spending analysis by category with month-over-month comparison.
Export & Reports
Export transactions to PDF/Excel for client reporting.
Tax Planning Suite
Old regime vs new regime comparison, deduction planning, and tax-saving investment recommendations.
80C Planner
Track and plan Section 80C deductions: ELSS, PPF, LIC, EPF, home loan principal.
Old vs New Regime
Side-by-side comparison to help clients choose the best regime.
HRA Planning
Calculate optimal HRA exemption for metro and non-metro cities.
Surcharge & Cess
Accurate surcharge slabs and 4% health & education cess calculation.
And Much More
Everything you need to run a professional financial advisory practice.
Advanced Analytics
Beautiful charts and dashboards
Team Collaboration
Role-based access for teams
Razorpay Billing
Seamless Indian payment integration
Portfolio Reports
Asset allocation and returns
Activity Timeline
Full history of client interactions
Bank-Level Security
Supabase RLS + encrypted data
Mobile Responsive
Works perfectly on all devices
Cloud-Based
Access from anywhere, anytime
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