Help Clients Feel Understood Before You Talk About Products

PlanPrompt helps advisers build a clearer picture of each client's risk comfort, values, family priorities and decision style before moving into products, portfolios or recommendations.

This can support clearer conversations, better client confidence, and more informed long-term financial decisions.

Designed to support SEBI and IRDAI suitability expectations | Co-created by FinaMetrica founder Paul Resnik | Built for Indian advisers

Advice works better when clients feel understood.

PlanPrompt platform interface showing behavioural science tools for financial advisers

Why PlanPrompt

Supporting Better Adviser Conversations

Why Advisers Choose PlanPrompt

Most advisers already understand products

The harder part is seeing how clients and families actually make financial decisions.

PlanPrompt helps advisers begin with:

  • risk clarity,
  • values,
  • goals,
  • family priorities,
  • investor behaviour,
  • and better client conversations.

That can help advisers support:

  • earlier trust-building,
  • better client participation,
  • clearer financial conversations,
  • referral opportunities,
  • long-term retention,
  • and more consistent client relationships.

Clients who feel heard may be easier to advise and may be less reactive during difficult markets.

The Problem

Why Good Advice Sometimes Fails to Turn Into Action

Most advisers have experienced situations where:

  • clients agree in meetings but delay making decisions afterwards,
  • paperwork is left incomplete,
  • family members become uncomfortable later in the process,
  • panic appears during market volatility,
  • or reviews drift into short-term performance discussions rather than long-term planning.

In many cases, the issue is not the technical quality of the advice.

The adviser may have done the technical work correctly — but the client may not yet feel confident or emotionally comfortable with the decision.

Particularly around:

  • risk comfort,
  • family expectations,
  • emotional confidence,
  • long-term goals,
  • and financial priorities.

Traditional onboarding and risk tools may not fully explore:

  • emotional drivers,
  • decision patterns,
  • money beliefs,
  • family influences,
  • or communication preferences.

That is often where otherwise suitable advice can start to weaken.

PlanPrompt Personalisation

Better Client Conversations Start With Better Discovery

PlanPrompt combines structured discovery tools with client insight and Indian family context to help advisers build a clearer view of how clients think, decide and behave around money.

When advisers identify what matters to a client early in the process, conversations can become more open, advice can become easier to explain, and families may feel more comfortable discussing long-term decisions.

PlanPrompt helps advisers turn client information into clearer and more practical conversations that can support:

  • prospect conversion,
  • client confidence,
  • personalised communication,
  • suitability conversations,
  • long-term retention,
  • family discussions,
  • and broader financial planning conversations over time.
“For decades, I focused on helping advisers measure risk more effectively. With PlanPrompt, the additional step is helping advisers understand the person behind that risk score.”
Paul Resnik, Founder & Adviser
Paul Resnik
Co-founder of FinaMetrica

When clients feel understood, trust can improve and advice conversations can become easier.

Supporting Better Advice Conversations

PlanPrompt combines structured discovery tools, behavioural finance and adviser workflow thinking to support clearer client conversations and suitability discussions.

Better Early Conversations Can Support Stronger Client Relationships

When advisers understand what matters to clients earlier in the relationship, conversations often become clearer and clients may feel more comfortable discussing long-term financial decisions.

Three Parts of a Better Advice Conversation

Assess risk. Explore priorities. Improve conversations.

Co-created by Paul Resnik, co-founder of FinaMetrica, and Stuart Erskine, PlanPrompt combines behavioural finance, psychometrics and adviser workflow thinking for modern Indian financial advice.

Designed to support SEBI and IRDAI suitability expectations and built specifically for India's advisory market.

Risk Suraksha

Fast, Structured & Defensible Risk Profiling

Risk Suraksha is a structured, behaviourally informed risk profiler designed to support modern Indian suitability expectations.

It helps advisers assess how comfortable clients are with:

  • uncertainty,
  • volatility,
  • investment risk,
  • and long-term financial trade-offs.

Risk Suraksha supports:

  • clearer risk conversations,
  • suitability discussions around recommendations,
  • client understanding of investment risk,
  • stronger suitability documentation,
  • and clearer long-term planning conversations.

Ideal for advisers looking for a practical and more defensible risk profiling process.

Wealth Dharma

Understand How Clients Think & Make Decisions

Wealth Dharma helps advisers identify the communication styles, decision patterns and financial personality traits that influence how clients think and behave around money.

It helps advisers:

  • personalise communication,
  • support client participation,
  • identify behavioural risks,
  • and better recognise client reactions during uncertainty and market volatility.

Ideal for advisers who want to strengthen conversations with important new and existing clients.

Wealth Siddhant

Align Values, Goals & Family Priorities

Most advisers believe they know what matters to clients.

Often, the key motivations only emerge later.

Wealth Siddhant helps advisers uncover:

  • family priorities,
  • life goals,
  • emotional motivations,
  • and the drivers behind financial decisions.

It helps advisers move beyond transactional product discussions and create better planning conversations around family priorities, long-term goals and financial responsibility.

Some advisers use Wealth Siddhant early in the relationship to give later risk and planning conversations more context.

Ideal for advisers who want stronger first meetings, better onboarding conversations and more trusted family discussions.

Better Client Conversations Can Support Better Business Relationships

Anand Patel - Success Story

A growing advisory firm serving Indian families faced a familiar challenge.

Despite strong technical advice, many client conversations still felt surface-level. Reviews became transactional, referrals were inconsistent, and some clients struggled to stay engaged with long-term plans.

Using PlanPrompt gave the adviser a more structured way to explore risk comfort, family priorities and client concerns before moving into products or recommendations.

Clients became more open about:

  • goals,
  • fears,
  • family responsibilities,
  • money experiences,
  • and decision concerns.

Over time, conversations became clearer, trust improved, and client relationships became more consistent.

This helped improve both the quality of the relationship and the quality of the advice conversation.

“The best technology amplifies human connection — it doesn't replace it.”
Stuart Erskine, Co-Founder & CEO
Stuart Erskine
Co-Founder & CEO

Because behind every portfolio is a person.

The Problem

Many client-facing intermediaries — both human and digital — want to understand their clients better and thereby increase the profitability of their business.

They often recognise that they have too many incompatible clients leading to a drain on their energy, time, money and resources. All of these are resulting in rising client acquisition costs and a growing need to increase client lifetime value.

The Solution

Many Intermediaries want their risk tolerance tool to go beyond fulfilling the regulatory norms and guidelines.

They also need help improving prospect selection and induction. That starts with earlier understanding of communication preferences and decision styles — often at an individual and family level.

How PlanPrompt Works

Simple. Practical. Built for Real Adviser Conversations.

01

Start With Structured Risk Understanding

Use Risk Suraksha to assess:

  • client risk comfort,
  • investment confidence,
  • emotional responses to uncertainty,
  • and suitability considerations.

Create a clearer starting point before discussing products or recommendations.

Best for RIAs and MFDs looking for a practical and more defensible risk profiling process.

Step 1: Get Started in Minutes - Dashboard showing client profiles and status
02

Discover What Matters Most

Use Wealth Siddhant to uncover:

  • client goals,
  • values,
  • family priorities,
  • and emotional motivations.

Create conversations that feel more personal and practical rather than transactional.

Best for advisers looking to support stronger relationships with important clients and differentiate themselves in the marketplace.

Step 2: Send Assessments - Interface showing Risk Suraksha, Wealth Dharma, and Wealth Siddhant tools
03

Understand Behaviour & Decision Style

Use Wealth Dharma to identify:

  • decision patterns,
  • communication preferences,
  • emotional responses,
  • and financial personality traits.

Gain a clearer picture of how clients may react during uncertainty and market volatility.

Best for advisers who want to personalise communication and support long-term client engagement.

Step 3: Understand Behaviour & Decision Style
04

Support Better Suitability Conversations

Bring risk, values and client insight together to support:

  • suitability discussions around recommendations,
  • clearer client explanations,
  • stronger documentation,
  • and clearer long-term planning conversations.

All supported within one intuitive adviser dashboard.

Step 4: Support Better Suitability Conversations

Why Advisers Love PlanPrompt

Built for Indian Advice Conversations. Grounded in Behavioural Science.

Designed for practical adviser conversations, PlanPrompt combines behavioural finance, psychometrics and Indian cultural understanding to help advisers:

  • build better client relationships,
  • support client participation,
  • support suitability conversations,
  • maintain long-term engagement,
  • and create more valuable client conversations over time.
SEBI & IRDAI aligned
Grounded in academic research
Designed around Indian family values and money habits

Proven Research

Behavioural finance and psychometrics made practical for daily use.

Culturally Calibrated

Reflects Indian values, goals, and decision patterns.

Compliance First

Strengthens suitability and documentation while deepening relationships.

Meet the Team Behind PlanPrompt

Paul Resnik, Co-Founder

Paul Resnik

Co-Founder

“For decades, I measured risk. Now, I measure understanding.”
Stuart Erskine, Co-Founder & CEO

Stuart Erskine

Co-Founder & CEO

“We focus on turning behavioural research and adviser experience into practical tools advisers can use in real client conversations.”

The team combines adviser experience, behavioural science and technology with a practical focus on improving adviser-client conversations.

Start More Meaningful Client Conversations

Whether supporting a small client base or a large advisory business, PlanPrompt is designed to support clearer conversations and stronger long-term client relationships.

Pro Plan

3-Month Free Trial
₹4,999/month after trial

Early adopter pricing currently applies during the present development phase. Advisers joining now will retain current platform pricing while their subscription remains active, excluding future inflation-related adjustments.

  • 5 users per organisation
  • 500 clients per organisation
  • 1000 assessments shared per organisation
  • Access to all 3 tools
  • Behavioural Dashboard Access
  • Customized Reports

Enterprise

Book a Demo
  • Starting at 100 users per organisation
  • Starting at 1000 clients per organisation
  • Starting at 4,000 assessments shared per organisation
  • Guest Users
  • White Label
  • Single Sign-On (SAML)
  • Priority feature requests and support
  • Custom Analytics
  • CRM Integration

Start More Meaningful Client Conversations

Better advice conversations often start with better client understanding.

Experience PlanPrompt

Because every portfolio begins with a person.

Frequently Asked Questions

How does PlanPrompt help me retain more clients?

What makes PlanPrompt different from generic assessment tools?

How does PlanPrompt support adviser-client conversations?

Is PlanPrompt suitable for both RIAs and MFDs?

About PlanPrompt