The Problem
Traditional tools measure only risk.
They miss the human factors behind financial decisions: decision styles, emotions, values, culture, and context — overlooking what truly builds client trust.
Why PlanPrompt
Bringing the Human Connection to Financial Advice
The Problem in Action
Performance isn't the problem
Every adviser has seen it — a client goes quiet, reviews stall, and trust fades. Not because of returns, but because the relationship feels transactional, not personal.
PlanPrompt’s Personalisation
PlanPrompt blends human insight with AI-driven behavioural science, using Indian cultural context to decode how individuals and families think, decide and act about money.
These insights are translated into practical prompts that help advisers personalise communication, frame risk appropriately, and build relationships that endure through market cycles.
“For more than 30 years, I've used technology to help advisers understand people better — because real advice has always been about people, not just risk.”
When advice goes beyond compliance, it builds trust — and with it, lasting relationships, referrals, and a stronger business.
Meet PlanPrompt — the Human Intelligence
Layer in Financial Advice
Every adviser seeks stronger client relationships. PlanPrompt blends behavioural science, Indian wisdom, and AI insight to help you understand what truly drives each investor.
2X faster
Acquire
Firms using behavioural science acquire clients 2X faster* by beginning with what truly matters — clients' goals, values, and emotions.
Three Powerful Assessment Tools
PlanPrompt was co-created by Paul Resnik (co-founder of FinaMetrica), Stuart Erskine and Partha Iyengar, drawing on over 100 years of combined global behavioural finance experience. Aligned with SEBI & IRDAI guidelines, backed by financial research and psychometrics.
Risk Suraksha
Protect & Build Trust
Protect your clients from uncomfortable risk exposures; demystifying risky investing, building trust and confidence.
Wealth Dharma
Decode Client Psychology
Understand the deeper beliefs and biases that drive your client's financial behaviour.
Wealth Siddhant
Align Core Values with Goals
Align core values with financial goals to create plans that clients actually stick to.
Ideal Adviser Success Story
The biggest risk isn't the market - it's not actively listening to your client
How often do good advisers lose clients - not because of returns, but because of mismatch in client expectations?
That was Anand's challenge. He runs a multi-city firm serving families across India. Despite the team's hard work, their client conversations often missed deeper expectations—largely because Anand and his team couldn't fully uncover each client's money personality and core values.
After introducing PlanPrompt, clients opened up about their dreams, fears, money experiences, and core values—leading to deeper, more meaningful conversations. Referrals grew. Wallet share expanded. Understanding became his edge — and his competitive advantage.
“The best technology amplifies human connection — it doesn't replace it”.
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 to start. Powerful in practice.
01
Get Started in Minutes
Upload your client list or add profiles manually — no setup complexity.
Your dashboard instantly organises every client by completion status and comfort level, so you can see where to focus next
02
Send Assessments in One Click
Choose from three SEBI- and IRDAI-aligned tools designed for India's advisory reality:
- Risk Suraksha— Know client risk comfort zone.
- Wealth Dharma— Uncover personality traits & decision styles.
- Wealth Siddhant— Connect clients' values and life goals with their investment plans.
03
Unlock 360° Client Insight
PlanPrompt's AI turns data into understanding — highlighting emotions, patterns, and opportunities to build stronger engagement, all within one intuitive dashboard.
Why Advisers Love PlanPrompt
Built for Indian advisers. Backed by global science.
PlanPrompt was created by Paul Resnik (FinaMetrica co-founder), Stuart Erskine (behavioural economics innovator) and Partha Iyengar (Behavioural Coach) — combining global expertise with Indian context to make advice more human, compliant, and scalable.
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 People Building the Human + AI Revolution in Financial Advice
Paul Resnik
Co-Founder
“For decades, I measured risk. Now, I measure understanding.”
Stuart Erskine
Co-Founder & CEO
“From psychometrics to AI, we turn complex science into simple, trustworthy tools.”
Partha Iyengar
Country Director, India
“We help advisers grow through connection, not just compliance.”
Start Building Human-Centred Advice Today
Whether you serve 50 families or 5,000 families, PlanPrompt helps you grow trust, assets, and satisfaction — together.
Standard Plan
Free Trial
- 3 users per organisation
- 5 clients per organisation
- 5 assessments shared per organisation
- Access to 1 tool (Risk Suraksha)
- Risk Dashboard Access
Pro Plan
₹4,000/month
- 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
Ready to build relationships that grow trust and last for decades?
It all begins with one meaningful conversation. One question that helps you understand your client better than ever.