Pick a client who submitted the public form — their data loads automatically. Or paste / enter manually.
Manual entry always works — fields below are the source of truth. Auto-load and paste just pre-fill them.
Family
Client name
Client age
Mobile
Spouse name
Spouse age
Email
Child 1 name
Child 1 age
Child 2 name
Child 2 age
Income & expenses (monthly)
Total monthly income (post-tax, ₹)
Total monthly expenses (₹)
Household + lifestyle monthly (₹) — used for retirement
Total loan outstanding today (₹)
Goals
Children's education/marriage, retirement, and any custom goals. Each goal can have assets mapped in the next block.
Existing assets
Each asset carries its own expected return and is mapped to a goal. This mirrors your Excel exactly.
Wealth composition (all assets owned)
The client's full balance sheet — property, gold, debt, equity, cash — with growth rates and your recommended mix. Recommended % defaults by age; edit freely.
Asset class · Value (₹)Growth %/yrRecommended %
Real estate (all property)
Gold & silver
FD / debt / PPF
Equity (MF + shares)
Cash & savings
Age-based default: Equity ≈ 100 − age (capped 30–70%), Real estate 25%, Gold 10%, Cash 5%, balance in debt. Loaded automatically when a client's age is set — adjust to your judgement.
Retirement provisions (optional)
EPF value at retirement (₹)
PPF value at retirement (₹)
NPS value at retirement (₹)
Insurance — existing cover
Current liquid balance (₹)
Existing health cover (self, ₹)
Group mediclaim (₹)
Existing life cover (₹)
Liquid financial assets today (₹)
Planning assumptions
These stay private — clients never see this screen. Defaults match your Excel model; adjust per client.
Inflation
Retirement
Per-asset returns are set on each asset in the Client Data tab — this panel holds the plan-wide assumptions only.
Choose pages to include
Tick the pages you want in this client's report (like the Excel "To show?" column). Untick any you want to leave out.
Client PDF
Branded PGK Wealth report with charts, evaluation and confidential footer. Preview below, then download.