# Simplified Finance Planner — SIP, SWP, Lumpsum, Reverse SIP

> SIP, SWP, Lumpsum, Reverse SIP (iPhone/iPad app by Finsicle Private Limited.)

- Source: https://appshunter.io/ios/app/simplified-finance-planner/id6630379404 (this page in markdown: same URL + `.md`)
- Developer: [Finsicle Private Limited](https://appshunter.io/developer/1694481729)
- Category: Finance, Utilities
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 21 MB
- Languages: English
- Released: 2024-08-12
- Data updated: 2026-05-16
- User reviews in markdown: https://appshunter.io/ios/app/simplified-finance-planner/id6630379404/reviews.md

## What is Simplified Finance Planner?

Financial Planner: Your All-in-One Investment Companion with AI Assistance

Unlock your financial potential with a comprehensive suite of investment tools and AI-powered guidance. Whether you're a seasoned investor or new to finance, this app is your go-to solution for informed, strategic decisions.

Key Features:

Powerful Calculators
- SIP Calculator: Set monthly investments, adjust returns, and define your investment horizon up to 30 years.
- Lumpsum Calculator: Calculate the future value of one-time investments over your chosen period.
- SWP Calculator: Plan steady withdrawals and see how long your investment will last.
- Reverse SIP Calculator: Find the required monthly investment to reach your financial goals.

AI Finance Planner Chatbot
Get personalized financial advice and answers to your investment queries from our advanced AI chatbot. It's like having a financial expert in your pocket 24/7.

User-Friendly Design
- Intuitive, gradient-themed interface for a premium feel
- Real-time calculations as you adjust variables
- Simple sliders and input fields accessible to all users

Comprehensive Results
- View total investment over time
- Estimate potential returns with precision
- Calculate pre-tax, pre-inflation, and inflation-adjusted values
- Get accurate final values adjusted for inflation and taxes

Privacy and Convenience
- No sign-up required
- Offline functionality for anytime, anywhere access
- All data stays on your device for complete privacy and security

Why Choose Our Financial Planning Suite?

1. Make Informed Decisions: Visualize long-term growth with detailed, inflation-adjusted projections and AI-powered insights.

2. Plan for the Future: Tailor calculations to reflect real-world factors like inflation and taxation, with guidance from our AI chatbot.

3. Learn and Grow: Use the app as an educational tool to understand compound interest, long-term strategies, and systematic withdrawals. The AI chatbot can explain complex financial concepts in simple terms.

4. Personalized Advice: Get tailored financial recommendations based on your unique situation and goals from the AI Finance Planner.

5. Stay Updated: Receive the latest financial news and market trends through the AI chatbot, helping you make timely investment decisions.

Whether you're planning for retirement, saving for a major purchase, managing withdrawals, or reaching a specific financial goal, our Financial Planning Suite with AI assistance is the ultimate choice for accurate, insightful planning.

Download now and take control of your financial future with the most reliable and intelligent tool available!

Note: This app is for educational and planning purposes only. While our AI chatbot provides valuable insights, we recommend consulting a qualified financial advisor before making any investment decisions.


## Version history (last 3 releases)

### 1.0.2 — 2024-08-19

Introducing Finance Planner AI: We've added an AI assistant to help you with your personal finance questions! Whether it's about SIP, SWP, Lumpsum investments, or Reverse SIP calculations, our assistant is here to guide you every step of the way.
Enhanced User Experience: Minor improvements and bug fixes to ensure a smoother experience while planning your finances.
Optimized Performance: We've made several under-the-hood improvements to enhance the app's speed and reliability.
Update now and take advantage of the new AI assistant to simplify your financial planning!

### 1.0.1 — 2024-08-14

New Calculators Added: We've expanded our suite of financial tools with the addition of Lumpsum, SWP (Systematic Withdrawal Plan), and Reverse SIP calculators, making it easier than ever to plan your financial future.
Enhanced User Interface: Enjoy an improved user experience with a more intuitive design and smoother interactions.
Performance Improvements: We've optimized the app for faster calculations and better overall performance.
Bug Fixes: Resolved minor issues to enhance app stability and reliability.

### 1.0.0 — 2024-08-13

No release notes.

## Apps similar to Simplified Finance Planner

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [SIP & EMI Calculator](https://appshunter.io/ios/app/sip-and-emi-calculator/id6444266177) | 5.0 (2) | Free | Finance |
| [SIP_Calculator](https://appshunter.io/ios/app/sip-calculator/id6447810570) | 4.7 (7) | Free | Finance |
| [Mutual Fund Calculator - Calc](https://appshunter.io/ios/app/mutual-fund-calculator-calc/id1566548886) | — | Free | Finance |
| [SIP/SWP Calculator](https://appshunter.io/ios/app/sipswp-calculator/id1481445797) | 5.0 (1) | Free | Finance |
| [Mutual Funds SIP Calculator](https://appshunter.io/ios/app/mutual-funds-sip-calculator/id1609021094) | 5.0 (1) | Free | Finance |
| [SIP Calculator - Loan EMI Plan](https://appshunter.io/ios/app/sip-calculator-loan-emi-plan/id6639600588) | 5.0 (1) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-16.*