Personal Profile
Basic details to personalize your financial wellness report.
Income
Your monthly and annual income sources.
Monthly Expenses
Your regular monthly outflows.
Food, utilities, transport, entertainment, subscriptions
Emergency Fund Details
Where is your emergency money parked? This helps us assess your liquidity and crisis readiness.
Assets & Investments
Your long-term savings and investment portfolio.
Excluding emergency fund accounts above
Monthly Investment Habits
Your recurring monthly investments. Consistency matters more than amount.
Your contribution only (not employer's)
Liabilities
Outstanding loans and debt obligations.
Insurance & Protection
Your safety net against life's uncertainties.
Total sum insured (family floater or individual)
Term insurance cover amount
Life Goals
Your major financial milestones. We'll assess readiness for each.
Wedding
House Purchase
Child Education
Today's cost — we'll adjust for inflation
Retirement Planning
Your long-term financial independence goal.
Total amount you need at retirement
EPF + NPS + dedicated retirement investments
SIPs + NPS + EPF going specifically towards retirement
Conservative: 8% | Moderate: 12% | Aggressive: 15%