DIY Financial Planning Kit

Build Your Financial Plan & Work Towards Your Financial Freedom

How It Works

Ready to take control and organize your personal finances?

Whether you’ve just started earning or have been working for years, this is the essential toolkit you need. It helps you organise your finances and build a clear, goal-based financial plan.

This kit gives you immediate clarity about your financial position and also acts as a critical resource for your family in the future.

Many families struggle to track assets when they lose a loved one. There are over ₹1,50,000 crore of unclaimed assets in India. This organised toolkit helps your family easily locate and access what truly belongs to you—while also helping you build your financial plan step by step.

Why Build Your Financial Roadmap?

Do you clearly know your income, expenses, and how much you actually save and invest?

Do you and your family know your complete net worth (assets minus liabilities) at any time?

Do you have clearly defined financial goals and a structured investment plan for each?

Will your family be able to easily access your financial information if needed?

What This Service Covers

This is a personalized kit and framework designed for you and your family to keep track of all your personal finances in one place.

Financial Planning Templates (Excel)

Ready-to-use Excel sheets to build your personalised financial plans and define asset allocation based on your risk profile.

Term Insurance Requirement Calculator

Quickly calculate the right insurance cover for your family’s protection.

Goal-Based Planning

Define your financial goals and create an investment plan for each goal using the right asset allocation and SIPs.

Retirement Planning

Build your retirement plan and track your progress towards long-term financial freedom.

Net Worth & Cash Flow Clarity

Get a clear view of your income, expenses, assets, liabilities, and overall net worth.

Insurance Register

Maintain a complete and organised record of all your insurance policies in one place.

How it works: Video Tutorials

Watch step-by-step video guidance to understand how to use the kit, organise your finances, and build your financial plan with confidence. https://youtu.be/NRlWoUOfjTA?si=p3d0cisKgWslqfdh

Book Your Appointment Now

What You Pay

₹1,499 (All inclusive)

Instant Access

Disclaimer: T&C Apply.

Ideal For

New Professionals

Anyone who has recently started earning and wants to take control of their finances from day one.

Families Seeking Financial Clarity

Families who want everything organised in one place and want to start planning for key life goals early.

Individuals Concerned About Asset Tracking

Anyone who wants to ensure their financial information is clearly documented and easily accessible for their family.