PlanMode vs CapitPlan

COMPREHENSIVE FINANCIAL & RETIREMENT PLANNING Stop wondering if you will have enough to retire. PlanMode is the comprehensive financial planning app designed to take the guesswork out of your future. By projecting your current financial profile, PlanMode analyzes whether you will have sufficient resources for your entire lifetime. KEY FEATURES • Lifetime Projections: Visualize your wealth trajectory from today until age 95+. • Gap Analysis: Instantly identify potential shortfalls in your retirement savings. • Scenario Testing: What if you retire at 62 vs 67? See the impact in seconds. • All-in-One Dashboard: Integrates your budget, investments, and savings in one display. Don't just save—plan with confidence. Start with PlanMode today. COMPREHENSIVE SYSTEM PlanMode is a comprehensive financial & retirement planning system for analysis needed to answer questions like- • How does my projected financial profile look? • Should I start taking Social Security benefits at age 66 or wait for larger payments at age 70? • When will I have enough capital to retire on my terms? • What will be the bottom-line impact of a new investment? • Is buying a house is better for me than continuing to rent? • Is my family protected for their needs if I am disabled or die? PlanMode can help you analyze these and other situations. It is easy to use and its usage is limitless; you could use it to analyze almost any financial scenario which impacts just in the current year or many years to come. KEY FEATURES • Complete financial profiles, including- - Bank accounts - Retirement accounts - Business & Investments - Stocks & Bonds - Insurance policies - Real estate - Mortgages & loans - Cash management simulation - Social security - Income taxes • Compare financial alternatives - Unlimited what-if scenarios • Prepare retirement profile automatically - Determine lifelong capital needs - Analyze liquid capital sufficiency - Alternatives to fill capital shortfall • Prepare disability profiles automatically - Analyze cash flow sufficiency - Alternatives to fill cash shortfall • Prepare death profiles automatically - Determine survivor’s capital needs - Analyze income sufficiency - Alternatives to fill cash shortfall REPORTS & CHARTS PlanMode has a complete set of financial & retirement planning statements. PlanMode provides you with comprehensive analysis of retirement and other financial scenarios for lifetime capital needs and the capital available for its fulfillment. When capital resources are not sufficient PlanMode provides suggestive courses of action that may fill the shortcoming. The following reports are available for each scenario- • Financial Planning illustration • Retirement Planning illustration • Income Statement • Balance Sheet • Cashflow Statement • Supporting Information • Capital Needs Analysis • Pie charts for annual snapshots • Line charts projecting full profile COMPREHENSIVE PLANNING APP Additional financial & retirement planning features include - • Profiles for singles and married spouses • Planning span of up to 100 years • Retirement planning profile and analysis • Disability profile and analysis • Survivor’s profile and analysis • Automatic cash management simulation • Detailed annual cash flow analysis • Personalized data input items • Customizable financial statements • Ample graphs & charts for quick overview • Scenario comparison for what-if analysis • Export data to ExecPlan or Express • Definable national & local income taxes • Built-in USA income taxes • Predefined product structures for- • Individual Retirement Accounts • Company Retirement Plans (401k) • Self-employed Retirement Plans • Mortgages • Life Insurance • Fixed & Variable Annuities • Charitable Annuities • Reverse Mortgages ABOUT US Sawhney has been providing professional financial systems for over four decades. Our application, ExecPlan was the first commercially available such software in USA in 1976.

CapitPlan is a wealth management platform which allows you to invest, manage and track your wealth with ease. With us, you can invest in more than 2500 mutual fund schemes and connect directly with your financial advisor. It also allows you to raise service request. Convenience with CapitPlan: Easy, online and minimalistic process CapitPlan provides paperless onboarding process with one-time KYC registration done within the app. Transact online with few clicks - Zero platform charges, offering regular plan options only - Auto debit from registered bank account with NACH mandate - Easy Investing: SIP, STP, SWP or lumpsum investment - Withdraw funds with a single click and it will be credited to your bank account in 2-3 working days Explore mutual funds schemes - Smart filter option to get schemes based on personal criteria - Detailed insights on each scheme to help you choose from the best - Compare multiple schemes exclusively on app - Invest in ELSS and avail tax saving benefit Tools & Calculators - Goal-based planning: With multiple financial needs to achieve, you can find a fund for every goal with automatic tracking feature. - Risk profiling: Check your financial risk appetite and get appropriate investment options. - Estimate Return on Investment (RoI): Mutual fund calculators can help estimate RoI over a period of time. Wealth Tracker - Add various other asset classes (Stocks, Insurance, FDs, Bonds, PPF, PMS etc.) to track self and family’s investment portfolio 24x7. Add unlimited family member accounts without creating multiple logins. - Upload your CAS statement to track all your other broker introduced mutual fund investments. - Get summarized and detailed portfolio health reports to improve return and reduce risks. Learn about investing and personal finance - Tips and tricks on handling your personal finance - Investment news updates - Easy to understand articles and infographics Safe & Secure Investing - Provides 100% bank grade security for all your transactions - Screen lock (PIN, Pattern and fingerprint) support for your privacy - Protects privacy of your information We value your Hard-Earned Money, Start your investment journey today with CapitPlan! CapitPlan – Wealth Management platform by MoneyIsle (a brand owned by ISF Finserv LLP, AMFI registered mutual fund distributor) Disclaimer – Mutual Fund investments are subject to market risks. Read all the scheme related documents carefully. The past performance of mutual funds is not an indicator of future returns.