Tuesday, 7 JulySample plan

Your wealth, clearly.

See what you own, where you are headed, and the next decision that deserves your attention.

AI-first setup

Import first. Let AI assemble the plan before you touch a form.

Upload bank statements, salary slips, broker exports, EPF or NPS PDFs, and portfolio screenshots. The app will detect the document type, extract balances and cash flow, then prefill the planner for review.

1

Drop documents

Upload PDFs, images, CSVs, or broker exports.

2

AI maps the data

Income, accounts, investments, retirement, and taxes are categorized automatically.

3

Review exceptions

You only edit missing items instead of filling every section from scratch.

Best source files

Bank statements for balances and salary detection

Salary slips for net pay, PF, deductions, and tax inputs

Broker or mutual fund statements for allocation

EPF / NPS statements for retirement corpus

What happens next

Once documents are processed, the planner opens in review mode with populated net worth, cash flow, holdings, tax sections, and retirement inputs.

Explore with a sample household

These numbers are illustrative. Import a statement to replace them with your private financial plan.

Household net worth

₹42.8L

+12.4% over the sample year

Sample
Total assets

₹56.2L

Liabilities

₹13.4L

Invested

₹28.7L

Monthly surplus

₹97K

Financial health

On a strong path

78of 100
Cash flow69
Debt load67
Diversification85

Your plan has healthy fundamentals. Focus next on the highest-impact optimization.

Monthly income

₹2.3L

Across tracked sources

Monthly spending

₹1.3L

57% of income

Savings rate

28%

Above healthy range

Goal funding

58%

3 active goals

Progress

Your wealth trajectory

2022 - 2027
2027202820292030

Starting point

₹29.8L

Plan outcome

₹42.8L

Projected using current contributions and planning assumptions.

Focus

Your next best moves

3 actions

Rebalance domestic equity

This month

Allocation is 6% above the sample target.

Finish the emergency reserve

High impact

One more contribution reaches the 6-month goal.

Review tax-saving capacity

INR 52K gap

Use remaining 80C and NPS headroom before year-end.

Portfolio

Asset allocation

₹28.7L
Indian equity43%
Mutual funds26%
EPF & NPS17%
Debt & cash10%
Gold4%

Life plan

Goals in motion

3 tracked

Financial independence

₹92L of ₹3Cr by 2043

31%

Home down payment

₹15.1L of ₹24L by 2028

63%

Emergency reserve

₹6.2L of ₹7.7L by 2026

81%