For financial professionals
Help more families — with a plan they actually use.
Become a Family finance partner: set up and follow your clients' household plans in one place, while each family keeps control of its own.
Apply to be a partnerWhat partners get
All your clients on one page
Net worth, money left each month, goals on track and what needs attention — for every family you help.
The family owns its plan
You set the household up; the family joins as its owner and decides whether you can view or change figures.
Plus for every client
Every family you look after gets Sampatti Planner Plus — included in your plan. Your clients get the full planner with nothing to pay.
Your name on the plan
Print a client's plan with your name and logo, to talk it through at your next review.
Know who to call
A review-due list shows clients whose figures are out of date or whose goals are falling short.
Private by design
Figures and messages are encrypted. Families can remove you at any time; nothing is shared without their say.
Partner plans
Every family you look after gets Sampatti Planner Plus — included in your plan.
Starter
₹0
free
- ✓ 2 client households
- ✓ Set up households and invite each family as its owner
- ✓ View or change figures — as each family allows — and messages
- ✗ Plus included for every client household
- ✗ Printable plan with your name and logo
- ✗ Review-due list of clients to follow up
Professional
₹4,999
a year, or ₹499 a month
- ✓ 10 client households
- ✓ Set up households and invite each family as its owner
- ✓ View or change figures — as each family allows — and messages
- ✓ Plus included for every client household
- ✓ Printable plan with your name and logo
- ✓ Review-due list of clients to follow up
Practice
₹14,999
a year, or ₹1,499 a month
- ✓ 40 client households
- ✓ Set up households and invite each family as its owner
- ✓ View or change figures — as each family allows — and messages
- ✓ Plus included for every client household
- ✓ Printable plan with your name and logo
- ✓ Review-due list of clients to follow up
Extra client households ₹199 each a year. No GST is charged. Plans don't renew automatically; after one ends you keep it for 15 days. Sampatti Planner does not verify professional registrations.
How it works
- Step 1
Apply
Tell us who you are and how you help families. It takes two minutes.
- Step 2
We review
We usually reply within two working days.
- Step 3
Get your invitation
You receive a one-time link to set up your partner account with two-factor sign-in.
- Step 4
Add your clients
Set up a household for each family and invite them as its owner. Start on the free Starter plan or pick a paid plan.
Apply to be a partner
We reply by e-mail, usually within two working days. Already a partner? Sign in.
Questions partners ask
Does Sampatti Planner verify my registration?
No. Sampatti Planner does not verify professional registrations. You give advice under your own registration and responsibility; Sampatti Planner is planning software and is not party to your arrangement with a family.
Who owns a client's data?
The family. They join their household as its owner, choose whether you can view or change figures, and can remove you at any time from Household settings.
What does it cost?
Starter is free with 2 client households. Professional is ₹4,999 a year and Practice ₹14,999 a year (or monthly), with Plus included for every client. No GST is charged.
What happens to my clients if I stop paying?
Nothing is deleted. Their included Plus carries on for 30 days after your grace period, and we tell them. If you have more clients than the free plan allows, the newest ones can only be viewed until you renew — or until the family removes you.
Do you sell products or take commissions?
No. Sampatti Planner sells no investments or insurance and takes no commissions from anyone.