Run the assessment live in a client meeting. Net worth, cash flow, emergency preparedness and risk profile are calculated instantly, with the remaining Kundali Houses unlocking in future builds.
The basics that shape every calculation ahead.
Rate each statement from 1 (low) to 5 (high). Defaults sit at 3 — adjust what applies.
Eight questions across four factors — ability, willingness, capacity to recover, and time horizon.
Enter current values. Leave anything at ₹0 if not applicable.
All figures monthly, in ₹.
How much is currently set aside specifically as an emergency buffer — separate from regular savings or investments earmarked for goals?
Wealth and Cash Flow are live in this build. Protection, Retirement and Legacy activate in Builds 2–3.