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Financial Plan
The Sharma Family
Prepared by Rajesh Kumar · Sep 2026
RK
Net worth
₹2.4 Cr
Cover gap
₹1.2 Cr
Retirement
69%
Savings rate
28%
Take these actions first
Top up reserve by ₹3.2 L
Raise life cover to ₹2.5 Cr
Start a ₹40,000 monthly SIP
A reason to call back
Every gap is a meeting
Clients understand it
Plain words, no jargon
Fast
From client details to full plan in minutes
01
Enter few details
Just fill in your client's income, savings, goals, etc.
02
Leave the maths to us
AI analyses the figures and builds the complete plan.
03
Share the report
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The report you hand over
This is what your client gets
A complete report your client can keep — 14 sections, each with something to act on, generated from the figures you enter.
Overview
Executive Summary
11 / 14
clear — 3 gaps
Cover, reserve and estate need work. The rest holds.
Executive Summary
Foundation
Emergency Fund
4.2 mo
thin
Two months short of a six-month floor.
Emergency Fund
Foundation
Debt Management
18 %
comfortable
EMIsFree
Well under the 40% line where plans stop flexing.
Debt Management
Foundation
Life Cover
₹1.2 Cr
short
HasNeeds
Cover stops less than half way.
Life Cover
Foundation
Health & CI
₹5 L
underinsured
HasNeeds
One hospital stay would reach the savings.
Health & CI
Foundation
Estate Readiness
1 / 3
open
✓Nominees
Will
Power of attorney
Defaults decide the rest.
Estate Readiness
Build
Cash Flow & Surplus
28 %
healthy
LivingEMIsSaved
₹58,000 free every month after everything.
Cash Flow & Surplus
Build
Net Worth
₹2.4 Cr
concentrated
61% in one property
One asset carries the household.
Net Worth
Build
Asset Allocation
72 / 28
aggressive
EquityDebtCash
Ahead of where the risk profile sits.
Asset Allocation
Build
Retirement
69 %
funded
₹4.2 Cr against ₹6.1 Cr needed.
Retirement
Goals
Individual Goals
2 / 3
one at risk
202820342041
Education and the car are covered. The house is not.
Individual Goals
Goals
Combined Funding
₹52 k
tight
FreeNeeded
₹12k a month short of every goal at once.
Combined Funding
Recommendations
Risk Profile
58 / 100
balanced
Comfortable with volatility, not with illiquidity.
Risk Profile
Recommendations
Action Plan
9
actions
1Raise life cover
2Start a ₹40k SIP
3Top up reserve
Three of them this month.
Action Plan
What's inside
One plan covers everything
Every plan answers the five questions your client really has.
The full pictureWhere do I stand today?
Safety firstIs my family safe?
Growing wealthWill I have enough later?
Life goalsCan I afford my goals?
Next stepsWhat should I do next?
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Insurance Advisor · Bhopal
8
quick inputs
14
sections
16+
pages
₹0
to start
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Quick answers
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How long does a plan take?
About 10 minutes, and most of it is entering figures. The calculations, charts and all 14 sections build themselves.
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