Data Collection
Client Details
Family Details
Spouse
Children
Financial Snapshot
Current Assets
Liabilities
Planning Assumptions
1. What is your primary goal for your investments?
2. If your portfolio drops by 20% in a month, what would you do?
3. How long do you plan to stay invested?
4. What is your experience with equity markets?
Risk Profile Analysis
Conservative
Score: 0/12
Add New Goal
yrs
Retirement Calculator
Calculates corpus required at age 60 to sustain ₹0/mo lifestyle (today's value) until age 85. Post-retirement return assumed: 7%.
Net Worth
₹0
Life Insurance Gap
₹0
Health Insurance Gap
₹0
Emergency Fund Gap
₹0
Insurance Needs Analysis (HLV)
| 1. Income Replacement (Living Exp) | ₹0 |
| 2. Outstanding Liabilities | ₹0 |
| 3. Future Goals (Present Value) | ₹0 |
| Total Protection Needs (A) | ₹0 |
| Existing Life Cover | ₹0 |
| Liquid Assets (Inv. + Cash) | ₹0 |
| Total Resources (B) | ₹0 |
| Gap (A - B) | ₹0 |
Asset Allocation
Goal Investment Roadmap
| Goal Details | Target Corpus | Existing Savings | Net Gap | Add. SIP Needed |
|---|---|---|---|---|
| Retirement Corpus Ben: Self & Spouse • 30 Yrs |
₹1.53 Cr | ₹300 Projected Value |
₹1.53 Cr | ₹4,373/m @ 12% |
Priority Action Items
- Life Insurance coverage is robust.
- Health Insurance is adequate.
- Emergency fund is fully funded.
ARS Fintech AI Advisor
Disclaimer
This report is generated by ARS Kundli - Advance for educational and planning purposes only. The projections are based on assumptions of inflation and investment returns which may vary in reality. Past performance is not indicative of future returns. Please consult with a SEBI Registered Investment Advisor before making any investment decisions. The financial consultant named in this report is responsible for the advice provided.