A guided, step-by-step way to share your complete financial picture — no spreadsheet required.
🔒 Nothing is ever uploaded — everything happens in your browser
Not saved yet
Use Download at the end to get your files. One of them is a .json — keep it to resume this form later, or email it to your financial adviser to load straight into the planning tool with no re-typing.
1
Personal
2
Income
3
Expenses
4
Investments
5
Insurance
6
Liabilities
7
Net Worth
8
Goals
9
Review
1. Personal Information
Basic details about you, your spouse (if applicable), and anyone financially dependent on you.
⏱️ This takes about 15–20 minutes. It saves automatically as you go — you can close this and come back anytime, or use Download at the end to keep a copy. Only what applies to you is required; skip anything that doesn’t.
* indicates a required field.
A. Primary Applicant
Age: -
Retirement Year
-
The year you plan to retire
Years to Retirement
-
Retirement age less your age today
Years in Retirement
-
Life expectancy less retirement age
Age: -
C. Dependents
2. Income Sources
All sources of income, both during your working years and expected in retirement.
A. Income During Working Years
Income received while you are still working — for example, salary or take-home pay, business or professional income, rental income, interest, and dividends. Enter the current monthly value of each source.
See who earns what, year by year, before you move on.
B. Income During Retirement Years
Income you expect to continue receiving after you stop working — for example, pension, annuity payouts, rental income, dividends, interest, or part-time and consulting income.
3. Household Expenses
Enter whichever amount you know — monthly or annual, we'll work out the rest. Leave anything that doesn't apply blank.
See each category year by year, and click any figure to see what makes it up.
4. Investment Portfolio
Start with your mutual funds, then every other account and holding — cash, fixed income, real estate, commodities, and alternatives. Add rows as needed; nothing is pre-filled.
See what you hold, grouped four different ways, before you move on.
5. Insurance Portfolio
Life and health insurance policies covering you and your family.
6. Liabilities & Loans
All outstanding loans and credit obligations.
7. Net Worth Summary
Auto-calculated from your investments and liabilities above — just add anything not captured elsewhere.
Current surrender value of any endowment/ULIP policies, if known.
Anything not already listed under Investments.
Left blank, these are treated as holding their value and nothing more.
Total Assets
Total Investment Portfolio
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Total Assets (A)
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Total Liabilities
Total Liabilities (B)
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Net Worth = A − B
₹0
Open every figure above, down to each holding and each loan.
8. Financial Goals
Keep the goals that apply, delete the rest, and add your own. There are two lists below — money goals for before you retire, and things you'd like to do once you've retired.
Goals before you retire
Big things you'll pay for while you're still earning — an emergency fund, a child's school or college, a wedding, buying or upgrading a home or car, or a large holiday. For each one, put the year you'll need the money and roughly what it would cost today.
Goals once you've retired
Things you'll want to spend on after you stop working — often repeating. For example: a holiday in India every 2 years at about ₹1,00,000 a trip; an overseas trip every 4 years at about ₹5,00,000; replacing the car every 10 years. For each, pick how often it happens, the years it runs between, and what one occurrence costs in today's money. Your everyday living costs in retirement are worked out separately, so there's no need to add those here.
9. Review & Download
Check the summary below, then download your Excel and PDF files.
Your data stays on your device. Nothing you've entered has been sent to any server. Clicking the buttons below generates the files directly in your browser and saves them to your computer — from there, you can email them to your adviser or keep them for your own records.
Name
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Net Worth
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Total Monthly Income
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Total Monthly Expenses
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Monthly Surplus / (Deficit)
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Total Investments
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Total Liabilities
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EMI-to-Income Ratio
0%
Dependents Listed
0
Goals Listed
0
Saves three files: a JSON data file to send to your adviser, plus an Excel and a PDF copy for your own records.