Free Financial Plan

Please provide information about yourself. Rupeebot will analyse the information and prepare your personalized financial plan for free.
Go on, take the first step in achieving your financial freedom.

Personal Information

* Required

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Your Income and Expense

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Note: *Hey! Your monthly expenditure is hopefully not exceeding your income.Please recheck.

Note: *Include monthly expenditure as tuition fees, holidays, membership fees etc. Don’t include monthly SIP’s in expenditure as these add to your investments.

Your Balance Sheet

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Your assets


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Your liabilities


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Note: *Include the market value of your investments here.

Your Safety Net

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Note: *Please mention the amount of your policy and not the premium amount here. Remember to include coverage provided by your employer.

Your Financial Goals

* Required

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Note: *Please mention current estimate of money required for each of your goals and years by which you want to achieve. For example, if your goal is to buy a home after five years, mention the current price of the home you wish to buy and 5 in the tab for years. Rupeebot will compute the future value for each goal.