Financial planning
Talk to a financial planner online
A good plan starts with your goals, not a product. On YoPro you can talk to a financial planner on video about saving, insurance, loans and retirement, and leave with next steps that fit your income and your family.
- Pay once, held until the session is done
- Profiles reviewed by a person
- Video from your browser
Financial planners on YoPro
We're welcoming financial planners to YoPro right now, and their profiles will appear here as they start taking bookings. Meanwhile, browse every professional in finance.
What you can ask a financial planner
Budgeting and saving
Where your money goes each month, and how much you can realistically save.
Emergency fund
How big it should be, and where to keep it.
Insurance
How much term and health cover you need, and which add-ons are worth paying for.
Loans and debt
Prepaying a home loan or investing instead, and getting out of credit card debt.
Goals
Planning for a child's education, a home or a big purchase, with a timeline.
Retirement
How much you'll need, and how EPF, PPF and NPS fit together.
How an online consultation works
1. Choose who to talk to
Compare financial planners by experience, languages, price and reviews from people who finished a session.
2. Pick a time and say what you need
Choose a slot from their live calendar and describe your question. You pay once, when you book.
3. Talk on video
Join from your browser or the YoPro Android app. No meeting links to chase, no phone tag.
Before your call
- Your monthly income and fixed expenses, roughly.
- A list of your savings, investments, loans and insurance policies.
- Your goals, each with an amount and a year if you can.
- Any product you've been offered and aren't sure about.
Your payment is protected
You pay when you book, and YoPro holds it — the financial planner isn't paid yet. If they decline or cancel, you get it all back. After the session you have 72 hours to tell us if something went wrong.
How payment protection worksQuestions people ask
What's the difference between a financial planner and an investment adviser?
A planner looks at your whole financial picture: budget, insurance, debt and goals. An investment adviser recommends specific investments, and in India must be registered with SEBI to do that for a fee. Some professionals are both.
Will the planner try to sell me products?
On YoPro you pay for the advice itself. If a product is recommended, it's fair to ask whether the professional earns a commission on it.
Can I talk in Hindi or another language?
Yes. Professionals list the languages they speak, and you can search by language.
How much does it cost to talk to a financial planner on YoPro?
Each financial planner sets their own price, from ₹100 to ₹50,000 a session, and you see it before you book. You pay once, and YoPro holds the payment until the session is done.
How long should I book?
Sessions are 15, 30, 45 or 60 minutes. The shorter ones suit a single question; book 45 or 60 for a first consultation, or anything with several documents to go through.
What if the session doesn't go as expected?
You have 72 hours after the session to tell us you're not satisfied, and our team looks at what happened before any money is released. If the professional declines or cancels, you're refunded in full.
Other consultations
Are you a financial planner?
Offer paid video consultations at your own price and hours. YoPro handles booking, payment and the call.