How It Works

Step 1

Enter your basic details like demographics, Income, Expenses, insurance details etc.

Step 2

Click on the Submit button.

Step 3

An advanced algorithm runs in the background using the data submitted.

Step 4

A graphical output is generated instantly providing the details of your net-worth, cash flow, life goal plans etc.

Step 5

Go ahead and align your financials as per the suggestion provided in the report.

Step 6

Additionally you have the option to avail face to face or telephonic consultancy with our registered CFPs for more personalized details.