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Hello friend! I am your personal financial advisor. By the end of this interactive session, I will help you to plan yours and your family's finances to ensure a better future. To guide you to your financial goals we need a few details from you.
  • Title
  • Name
  • Date of Birth
  • City
  •   If you live in: Delhi(NCR), Mumbai, Chennai, Kolkata, Bangalore, Hyderabad, Pune, Ahmedabad select Metro otherwise Non-Metro.
  • Occupation
  • Annual Income
  •   You can key in your
    'take away' annual income
    or slide the scroller.
  • |
  • Marital Status
  • Parents Dependent on you?
  • thank you for introducing your family. Just before answering your questions I would like to know little about your current financial standing. Don't worry you don't have to rush towards your documents folder (approximate figures will do).
  • House you live in is
  • Total savings till date

    Total outstanding loans (if any)

  • Monthly family expenses
  •       Help me I know
  • thank you for sharing all the required information, it was a pleasure interacting with you. Based on the information provided, here are the product suggestions and the total cover required. The result displayed is in priority order i.e. The one at the top of the pyramid should be your 1st priority.

    Disclaimer: All suggestions provided are based on calculations, which might differ from the actual requirement for a person. The premium range given is based on the average premium of different companies in the industry and is not confined to a particular company.

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