Personalized Financial Fact Finder

Share your data for a structured portfolio recommendation.

1. Personal Profile

Full Name

Date of Birth

Marital Status

Number of Dependents (excluding spouse)

Input values below to determine your monthly savings potential.

Net Annual Income (INR)

Avg. Monthly Mandatory Expenses (EMIs, Rent)

Avg. Monthly Discretionary Expenses

Existing Monthly Savings/SIPs/Premiums

Calculated Available Monthly Investment Surplus:

₹ 0

What are you saving for? (This data determines investment horizon and allocation).

Goal Name (e.g., Child's Education)

Current Estimated Cost (INR)

Years Until Goal

Amount Already Saved

Liquid Assets (Bank/FDs/Gold)

Equity/MF/Stocks Value

Real Estate / Property Value (Total)

Home Loan Outstanding

Other Loans (Car, Personal, Credit Card)

Calculated Current Net Worth (Assets - Liabilities):

₹ 0

How do you usually react to a 20% drop in the market?

Term Life Insurance Cover (Sum Assured)

Health Insurance Cover (Sum Insured)

*All data is kept strictly confidential and used only for planning purposes.