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Tell us about yourself
Step 2 of 4 · Finances
Profile Finances Goals Risk
Monthly Income
₹1,20,000
Monthly Expenses
₹65,000
EMI / Loan Payments
₹18,000
Rent / Housing
₹15,000
Investable surplus: ₹22,000/mo Savings rate: 18.3%
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Your Financial Plan
✓ Ready
Generated · May 2025
Your personalised plan is ready, Rahul
Reviewed by your advisor · Tailored to 3 goals
Total Corpus Needed
₹4.8 Cr
across all goals
Monthly SIP Required
₹42,000
3 goals combined
Insurance Gap
₹1.2 Cr
term cover needed
Goal Breakdown
Daughter's Education
Target: 2035 · ₹40,00,000
₹12,000/moOn track
Retirement Corpus
Target: 2050 · ₹3.2 Cr
₹22,000/moOn track
Home Purchase
Target: 2028 · ₹80,00,000
₹8,000/moReview
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Dashboard
Good morning, Rahul · Updated today
Net Worth
₹1.16 Cr
↑ ₹4.2L this year
Monthly SIP
₹42,000
3 active goals
Savings Rate
56%
Excellent
Surplus / Month
₹18k
After investments
Cash Flow · This Month
Income
₹1.2L
SIP / Savings
₹42k
EMI
₹18k
Rent
₹15k
Portfolio Allocation
Equity
65%
Debt
25%
Gold
10%
Next Review
July 15, 2025
Scheduled with your advisor
Advisor Insights
3 new this quarter
Q2 2025
You are underinsured by ₹70 lakh
Current term cover: ₹50L. Recommended for your income and liabilities: ₹1.2 Cr. Your family's income replacement is at risk.
View term options →
Equity allocation slightly elevated
Your portfolio is 65% equity against a 58% target for your risk score. Consider rebalancing ₹4–5L to debt after Q2 review.
Review allocation →
Emergency fund target reached
6.4 months of expenses are liquid and accessible. No action needed — maintain this buffer and redirect new savings to SIPs.
Goal Tracker
3 active goals · All SIPs running
Daughter's Education
Target 2035 · ₹40,00,000
20.5%
₹8.2L saved
SIP ₹12,000/mo
On track ✓
Retirement Corpus
Target 2050 · ₹3,20,00,000
5.75%
₹18.4L saved
SIP ₹22,000/mo
On track ✓
Home Purchase
Target 2028 · ₹80,00,000
6%
₹4.8L saved
SIP ₹8,000/mo
Needs review ⚠
Financial Health Score
Last reviewed: Jan 2025
78
/100
Good — above average
2 areas need attention. Your savings rate and emergency fund are strong foundations.
Savings Rate (56%)
Excellent
Life Insurance
Improve
Emergency Fund
Good
Debt-to-Income
Healthy
Retirement Progress
Boost now
Goal Alignment
Perfect
Guided Onboarding
A structured 4-step intake — income, goals, risk profile. Your advisor reviews every answer before the plan is built.
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