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ePlan - Free for Life

ePlan is Transcend’s unique Financial Planning technology to help you create your Personal Financial Strategy. We shall take you through a live, real time planning experience. This state of art technology is first of its kind and has been built internally at Transcend.

ePlan is a fully automated and has in-built simulation modelling so that you can run 1000’s of simulations and can see how the plan shapes up. There is ample scope for customisation and using one’s preferences & judgement in the planning process. Planning is live and can be done from anywhere in the world.

We work with many families across the world, helping them meet their objectives, achieving their goals, and providing consulting on practically every area of their lives that has a financial implication. We will be happy to have you join us!

More Details on ePlan


100% Online Financial Planning

Fully automated & Real time.

From data entry to report generation.

24/7 access from anywhere, anytime.










Click to start


Download Manual

Sophisticated Technology

First of its kind.

Instant plan / report generation.

Highly intelligent & interactive tool.


Unlimited Simulations

1000+ permutations possible.

Freedom to change all parameters viz.,

inflation, tax rates, interest rates etc.


Unlimited Planning

30 to 70 page plan (depends on you).

Unlimited times; for plan generation.

Modify plan as your situation changes.


Lifelong Technical Support

Online Guidance & Free Manual.

Detailed step by step instructions.

Phone support 10 am to 6 pm (Mon-Fri)



The objective of this service is to create a roadmap for achievement of all financial goals of your life without having to worry about anything and without compromising on any expenses during your life. It will help you to design a strategy to achieve goals depending on your budget and existing investments.

ePlan will cover all areas of your life viz. insurance, retirement, children's needs and  other financial needs. It will ensure 'total financial control & independence'. It is only such financial independence that will allow you to live a life full of joy, happiness and comfort.