PlanPrompt is a behavioral science-powered platform designed for India’s financial advisers. We help advisers go beyond basic risk profiling by uncovering their clients’ financial personalities, values, and decision-making patterns.

Through three AI-backed tools—Wealth Dharma, Risk Suraksha, and Wealth Siddhant—advisers gain deeper insight into what truly drives client behavior, enabling more personalized advice, stronger trust, and long-term relationships.

Founded by global behavioral finance expert Paul Resnik, PlanPrompt brings together psychology, data, and India-centric design to elevate the quality of advice and client engagement in today’s competitive wealth landscape.

PlanPrompt

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PlanPrompt

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