Terms of use

Version 2026-10-01

What Sampatti Plan is

A personal financial planning and tracking tool. It performs calculations on information you provide, using assumptions you can see and change.

What it is not

Sampatti Plan is not a stock broker, investment adviser, research analyst, insurance intermediary, bank or any other regulated entity, and it does not claim registration with or approval by SEBI, RBI, IRDAI, PFRDA or any other regulator. It does not execute trades or payments, does not recommend any named security, fund or product, and does not guarantee any return or outcome.

Planning estimates

Projections, required contributions and allocation figures are educational planning estimates. Real inflation, returns, taxes and costs will differ. Consult a SEBI-registered investment adviser for personalised advice before making investment decisions.

Plans, payments and refunds

Sampatti Plan has a Free plan and a paid Plus plan for the household, described on the pricing page. Plus is paid in advance for a month or a year through our payment partner (Razorpay) and does not renew automatically. Prices include GST, and a receipt is issued for every payment. You can request a full refund within 7 days of a payment; it is returned to the original payment method. If Plus ends, nothing is deleted — you keep using Free and its limits apply to adding new items.

Your responsibilities

Keep your password and authenticator device safe, add other people's information only with appropriate care, and keep figures up to date.