Financial Planner

VedaCap Pro Financial Planner

📋 Investor Details

Full Name

Mobile

👤 Personal Profile

Current Age 30

Location

Retirement Age

💰 Financial Health

Monthly Family Income

Monthly Living Expenses (Excl. EMI)

Loan / EMI Details

Current EMI Amount

Outstanding Principal

Remaining Period (Months)

📊 Current Portfolio

Total Portfolio

₹0

🎯 Future Goals

Desired Monthly Income post retirement (Present Value)

Adjusted for inflation: ₹0 /mo

⚙️ Adjust Rates (Inflation & ROI)

Inflation Rate (%)

Expected ROI (%)

Default is set by Risk Profile

Calculated Risk Profile Balanced

ROI: 10%

Projected Corpus

₹0

At age 60

Required Corpus

₹0

To sustain lifestyle

Gap

₹0

Status

Financial Health Score

Savings, Liquidity & Risk Alignment

0 SCORE

Recommended Allocation

Strategy based on Age: 30 & Financial Situation.

Portfolio Rebalancing Table

Instrument	Current %	Recommended %

📋 Recommended Action Plan

(Reports are shared from your device apps)

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Disclaimer: This tool provides estimates only. Market risks are not accounted for. Insurance is not considered in this analysis. Verify results with a certified planner.

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