Lumora
Lumora

Take control of
your financial
future.

Track your wealth, plan your future, and make better financial decisions with clarity.

Money

Why financial clarity
matters

Most people feel unsure about their finances.

💼
I earn well, but I'm not sure I'm on track.
📈
I don't know if my investments are enough or actually working.
🎯
Am I saving enough for the future and will I hit my financial goals?
Financial uncertainty creates stress and limits your options.

More clarity.
Better decisions.
Stronger future.

Lumora helps you understand where you stand today and what to do next.

Clarity changes everything

🔍
Track your wealth
🎯
Plan your future
🚀
Make better decisions

This is your first step to a better financial life.

Lumora

More than a tracker.

More than advice.

Lumora helps you build clarity and confidence in your financial future.

Clarity
Direction
Confidence
Lumora
More
🏛️
About Lumora
Our mission, services & pricing
👤
My Account
Profile, security & settings
📋
Financial Profile
Update your financial details
🚪
Sign Out
Good morning
Welcome back, there.
Here's your wealth, career and life snapshot for today.
Net Worth (at life expectancy)
Years to Retire
Risk Profile
Net Worth Projection
Net Worth Trend
3 Months
1 Year
All Time

Live richer —
in every sense.

Clarity for your money. Direction for your career. Happiness for your life. Lumora is your lifelong guide to a richer, more fulfilling life.

🔒
Bank-grade encryption 256-bit AES with zero-knowledge architecture
🌍
180+ countries supported Multi-currency, NRI-ready, DTAA-aware & globally accessible
🤖
AI financial advisor Personalized insights powered by your real data
SOC 2 Type II certified Independently audited security controls
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Protected by Lumora Security & Privacy Policy.

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🎉

You're in!

Your Lumora account is ready. Your financial journey starts now.

🔐

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📞 Advisor Access
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Active Sessions
These devices are currently signed in to your account.
💻
Chrome · macOS
New York, USA · Last active just now
Current
📱
Safari · iPhone
Mumbai, India · 2 days ago
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Firefox · Windows
Bengaluru, India · 5 days ago
Privacy & Data

Danger Zone

Permanently delete your account and all associated data. This action cannot be undone and all your financial data will be erased.

Privacy Policy

Last updated: April 2026

1. Information We Collect
Lumora collects information you provide directly — including your name, email address, and financial profile data (assets, liabilities, retirement goals). We do not collect sensitive personal identifiers such as Social Security Numbers or bank account credentials.

2. How We Use Your Information
We use your data solely to provide personalised financial planning insights within the Lumora app. We do not sell, rent, or share your personal information with third parties for marketing purposes.

3. Data Storage & Security
Your data is stored securely using Google Firebase, which employs industry-standard encryption in transit and at rest. Access to your data is protected by Firebase Authentication.

4. Data Retention
Your data is retained as long as your account is active. You may delete your account and all associated data at any time from the Account Settings screen.

5. Third-Party Services
Lumora uses Google Firebase for authentication and data storage, and public exchange rate APIs for currency conversion. These services have their own privacy policies.

6. Your Rights
You have the right to access, correct, or delete your personal data at any time. Contact us at privacy@lumora.com for any data-related requests.

7. Contact
For privacy concerns, contact us at privacy@lumora.com or write to Lumora Financial Inc., New York, NY, USA.

Terms of Service

Last updated: April 2026

1. Acceptance of Terms
By using Lumora, you agree to these Terms of Service. If you do not agree, please do not use the app.

2. Financial Disclaimer
Lumora provides financial planning tools and general information for educational purposes only. Nothing in this app constitutes personalised investment advice, legal advice, or tax advice. All projections and calculations are estimates based on the data you provide and assumed rates of return. Past performance is not indicative of future results. Consult a qualified financial advisor before making investment decisions.

3. Disclaimer
Lumora provides financial education and planning tools for informational purposes only. Nothing on this platform constitutes investment advice or a recommendation to buy or sell any security.

4. Accuracy of Information
You are responsible for the accuracy of the financial information you enter. Lumora's projections are only as accurate as the data provided.

5. Account Responsibility
You are responsible for maintaining the security of your account credentials. Notify us immediately at support@lumora.com if you suspect unauthorised access.

6. Limitation of Liability
Lumora is not liable for any financial losses arising from reliance on information provided by this app. Use of this app is at your own risk.

7. Changes to Terms
We may update these terms from time to time. Continued use of the app constitutes acceptance of updated terms.

8. Contact
For questions about these terms, contact legal@lumora.com.

Delete Account
This is permanent and cannot be undone. All your data will be erased immediately.
You will lose all financial data, goals, and account history. Export your data first if needed.
Recovery code.
Enter one of your single-use recovery codes saved when you set up 2FA.

Don't have your codes? Reset via email instead.

Step 1 of 10
👤 Demographics · 1 of 3
🎂
How old are you?
Your age is the foundation of your financial plan — it determines your investment horizon and retirement timeline.
years old
👤 Demographics · 2 of 3
🌅
When do you want to retire?
This is the age when you plan to start withdrawing from your savings and stop relying on active income.
years old
👤 Demographics · 3 of 3
⏱️
What is your life expectancy?
This helps us calculate how long your retirement savings need to last. The average global life expectancy is around 75–85 years.
years
⚙ Preferences
💱
What's your preferred display currency?
All values across your dashboard will be shown in this currency. You can still enter amounts in either USD or INR — we'll convert automatically.
⚙ Preferences · 2 of 2
💵
What is your monthly income?
Enter your total monthly take-home income. This helps us calculate your savings rate and how on track you are for retirement.
$
📈 Investments · 1 of 6
📈
How much do you have in stocks & equity?
Include direct stocks, equity mutual funds, ETFs, SIPs, and index funds across all markets.
$
Expected Annual Return
Pre-filled from your risk profile — edit if you expect different
%
e.g. NYSE stocks, Zerodha / Groww portfolio, Vanguard ETF, Nifty index fund
Total assets so far$0
📈 Investments · 2 of 6
🏦
How much is in fixed deposits?
Include FDs, CDs, term deposits, Treasury bills, and any other fixed-term savings instruments.
$
Expected Annual Return
Typical fixed deposit / CD return
%
e.g. SBI / HDFC FD, US Treasury CD, high-yield savings account
Total assets so far$0
📈 Investments · 3 of 6
💵
How much do you hold in cash & savings?
Include current accounts, savings accounts, and any cash you keep readily accessible.
$
Expected Annual Return
Savings account / money market average
%
e.g. Chase savings, SBI current account, emergency fund
Total assets so far$0
📈 Investments · 4 of 6
📄
How much is in debt instruments?
Include bonds, debt mutual funds, NPS, PPF, government securities, and similar fixed-income instruments.
$
Expected Annual Return
Bonds / debt funds / PPF average
%
e.g. US Treasury bonds, Indian PPF, NPS corpus, debt mutual funds
Total assets so far$0
📈 Investments · 5 of 6
🏠
Tell us about your properties
Add up to 5 properties. We'll calculate equity and rental cash flow for each.
Expected Annual Appreciation
Applied to equity portion of all properties
%
Total assets so far$0
📈 Investments · 6 of 6
⚖️
How do you feel about investment risk?
There's no right answer — just what's right for you.
Imagine your portfolio drops 20% in a month. You would…
😰
Sell immediately
Capital safety first — I can't stomach big losses
😐
Hold and wait
I'd be uncomfortable but trust the market recovers
😄
Buy more
Great opportunity — I invest more when markets dip
💳 Liabilities · 1 of 1
💳
Do you have any debts or loans?
Add each loan separately — mortgage, car loan, student loan, personal loan, credit card debt, etc. This section is optional — skip it if you have no debt.
Total liabilities $0
Your financial profile
Here's your complete picture. Tap Edit on any row to change it.
🇺🇸 US Tax Optimizer · Optional
💰
Want to optimize for taxes?
This section helps US taxpayers maximize tax-advantaged accounts — 401k, Roth IRA and HSA. Takes 2 minutes and unlocks powerful tax insights.
🇺🇸 US Tax Optimizer · 1 of 3
👤
What is your filing status?
This determines which accounts we'll ask about.
👤
Single
Filing individually
👫
Married
Filing jointly or separately
🇺🇸 US Tax Optimizer · 2 of 3
🏦
Your annual contributions
Enter how much you contribute each year. Enter 0 if you don't have the account.
Your Contributions
401k (Pre-tax)
$
Roth IRA
$
HSA
$
🇺🇸 US Tax Optimizer · 3 of 3
You're all set!
Your tax information has been saved. Check the Insights tab for personalised tax recommendations.