Select Your Gender

Male

Female

Your Age

First Name

Last Name

Your Higher Education

City

Do you have any existing diseases?

Yes

Enter your disease (Sugar, Blood Pressure, etc.)

Do you smoke or chew tobacco?

Yes

Do you consume alcohol?

Yes

What Are Your Income Sources?

Income Type	Enter Income (₹)/month

Total Income Per Month in ₹

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Let's Calculate the monthly living expenses in ₹

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House Rent/Month

Salaries to maids/drivers per month

Other

Utilities/Month

Vehicle Maintenance & Fuel/Month

Groceries/Food/Entertainment per month

School Fees/Month

Total Expenses

How stable might this income be in the next 10-15 years?

Bright & Stable

Not Sure

Not So Stable

At what age are you most likely to retire from work?

Do you have family members who depend on your earnings?

Yes

Who Are All Dependent On Your Income?

How will your nominee react if they suddenly receive a INR 2 Crores in their bank account?

Will Be Able to Manage Confidently

Will Have Reliable People To Depend On To Manage the Money

Is likely to get nervous or panic without support

Might get tricked into buying unnecessary financial products

Have you taken any large loans or advances?

Yes

Home Loan in Rupees

Personal Loan in Rupees

Other Loans in Rupees

Vehicle Loan in Rupees

Business Loan in Rupees

At What Age You'd Like To Clear Debts?

Total Loan in ₹

Do you have any major upcoming expenses?

Yes

Let's Calculate Upcoming Major Expenses

Write Description	Enter Amount in ₹

Total Expenses in ₹

Do you know your total investments?

Let's Calculate

Let's Calculate Your Total Investments

Select Investment Type	Enter Amount in ₹

Total Investments

Do you have an existing Term insurance/Health insurance?

Yes

Existing Health Cover in ₹

Total Value of Insurance You Currently Have

Existing Term Insurance in ₹

What are your planned future expenses for your kids?

Please enter estimated costs based on current market rates

Do You Have Children?

Yes

Number of Children

First Child Age

Wedding Age of First Child

Number of Years Left for Higher Studies

Estimated Higher Education Expenses (₹)

Wedding Expenses

Number of Years Left for Wedding

Second Child’s Current Age (in years)

Second Child's Wedding Age

Number of Years Left for Higher Studies

Estimated Higher Education Expenses (₹)

Wedding Expenses

Number of Years Left for Wedding

Third Child’s Current Age (in years)

Third Child's Wedding Age

Number of Years Left for Higher Studies

Estimated Higher Education Expenses (₹)

Wedding Expenses

Number of Years Left for Wedding

Total Education Expenses of Children

Total Wedding Expenses of Children

Do You Have Any Travelling Plans?

Yes

At What Age You Are Planning To Travel?

Estimated Travel Expenses in ₹

Do you have an emergency fund?

Yes

Emergency Fund Available in ₹

Months of Expenses

Your Email ID

Your Phone Number

Important Financials Overview For Your Reference

Monthly Savings in ₹

Your Networth

Additional Health Insurance Requirement ₹

Target Emergency Fund in ₹

Retirement Corpus Required in ₹

Monthly Savings Required for Child's Education in ₹

Monthly Savings Required To Become Debt Free

Years To Retire

Monthly Savings Rate %

Additional Life Cover Needed

Future Monthly Expense at Retirement in ₹

Monthly Savings Required for Child's Wedding in ₹

Monthly Savings Required for Travel in ₹

Your Financial Portfolio

Creating Successful Investing Practices

✓

Financial Health Snapshot

Savings vs Income %

Income: ₹ • Expenses: ₹ • Savings: ₹

Monthly Income

₹

Stability:

Monthly Expenses

₹

All living costs included

Monthly Savings

₹

% savings rate

Years to Retirement

years

Target age:

Assets & Liabilities

Investments

₹

Loans

₹

Net Worth

₹

Term Insurance (Family Protection)

Minimum Cover Needed

₹75,00,000

Existing Term Cover

₹

Why? Adequate term cover ensures your family can maintain lifestyle & repay liabilities even in your absence.

Health Insurance (Medical Protection)

Existing Health Cover

₹

Additional Health Cover Needed

₹

Tip: Consider porting to a modern plan with no-claim bonus and restoration benefits.

Term Coverage & Payout

Keep Term Cover Till

75 yrs

Recommended Payout Option Lumpsum + Monthly Income (helps manage cash-flow for 10–15 years while preserving principal).

Emergency Fund Coverage

Current: months Fund: ₹ Monthly Exp: ₹ Target (6m): ₹

Why? 3–6 months buffer shields you from job loss or medical emergencies without breaking long-term investments.

Retirement Plan

Future Monthly Expense @ Retirement

₹

Required Corpus

₹

Note: Aim to be loan-free before retirement. Use SWP/annuity for stable post-retirement income.

Life Goals – Monthly Savings

Child’s Education (Monthly Saving)

₹

Target age: • Years left:

Wedding (dynamic.Monthly Saving)

₹

Target age: • Years left:

Travel (Monthly Saving)

₹

Planned age:

Clear Debt (Monthly Saving)

₹

Debt-free by age:

How this helps: These four monthly amounts align your saving rate with fixed goal timelines. Adjust your SIPs to match these targets.

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Age / Gender

City

Phone

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What are your planned future expenses for your kids?

Important Financials Overview For Your Reference

Your Financial Portfolio

Assets & Liabilities

Term Insurance (Family Protection)

Health Insurance (Medical Protection)

Term Coverage & Payout

Emergency Fund Coverage

Retirement Plan

Life Goals – Monthly Savings