Wealth Architect Discovery
Step 1 of 6
1. Identity & Longevity
Full Name
Current Age
Retirement Age
Life Expectancy (Plan Until Age)
Assumed Inflation Rate (%)
The Sleep Test: What is your #1 financial worry?
2. Cash Flow & Income Growth
Monthly Take-home Pay (₹)
Expected Annual Salary Growth (%)
Monthly Mandatory Expenses (Rent/Grocery)
Monthly Lifestyle Spend (Travel/Dine)
3. Goal Mapping
Retirement Vision
Describe your ideal lifestyle (e.g., traveling, quiet life).
Financial Milestones
+ Add Goal
Goal Description
Years
Today's Cost (₹)
Earliest Liquidity Need
4. Portfolio Analysis
Total Existing MF Portfolio Value (₹)
Current Monthly SIP (₹)
Selection Philosophy
Past Performance
Advisor Recommendation
Personal Research
Tax Saving (ELSS)
The "5-Fund Conviction"
5. Asset Allocation & Safety
EPF / PPF / VPF Balance (₹)
Direct Stock Value (₹)
Term Insurance Cover (₹)
Health Insurance (₹)
Total Debt (₹)
Idle Liquid Cash (Bank) (₹)
6. Behavioral Psychology
Market Volatility Rating (1-10)
1 (CONSERVATIVE)
10 (AGGRESSIVE)
Advisor Experience
Never worked with one
Good experience
Bad experience
Ethics Constraints
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