Client Financial Assessment

Financial Planner AI Tool For India.

Ask your clients to answer simple questions. The tool gives a planner-style assessment covering income, savings, family needs, debt, insurance, tax, goals and a mutual-fund-first investment roadmap.

Questionnaire

Build Your Financial Plan

Step 1 of 6

Basic Details

Client Name Age City Occupation Dependents Marital Status

Monthly Cash Flow

Monthly Income Monthly Household Expense Monthly EMI Current Emergency Fund Any unstable income months?

Protection And Debt

Life Insurance Cover Health Insurance Cover Total Outstanding Debt High Interest Debt? Existing insurance quality

Goals

Emergency FundStability first Child EducationFuture education corpus Home PurchaseDown payment planning RetirementLong-term independence Wealth CreationMutual fund SIPs Tax PlanningRegime and deductions

Goal Time Horizon

Investments And Risk

Existing Mutual Fund Corpus Other Investments Monthly Existing SIP Risk Comfort Reaction if portfolio falls 20 percent

Tax And Review

Current Tax Regime Annual Taxable Income Last Plan Review Phone Number Anything important to mention?

The generated report appears instantly. Use Send To Office if the client wants CA Purvesh Chordiya to review the case.

Professional Review

Turn the assessment into an actionable plan.

The report gives the first diagnosis. A paid or scheduled review can convert it into exact product selection, SIP amounts, tax regime comparison, capital gains review, insurance check and family-specific implementation.

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