Step 1 of 5 — Personal DetailsAll fields optional except name & age
👤
Personal Details
உங்களை பற்றி சில தகவல்கள் — A few basics to personalise your report.
So Karthekeyan can reach you about your report
💰
Income & Expenses
வருமானம் மற்றும் செலவுகள் — Helps us assess savings rate and financial cushion.
After-tax in-hand amount
Rent, food, utilities, lifestyle
All loan repayments combined
FD, savings account, liquid funds
🛡️
Insurance Coverage
காப்பீடு விவரங்கள் — All optional. Share what you know, skip the rest.
Total sum assured, all policies
Floater or individual cover
📈
Investments & SIPs
முதலீடு விவரங்கள் — Skip fields you are unsure about. Partial data works fine.
How much do you need at retirement?
ELSS, PPF, LIC, EPF contributions
✅
Review & Submit
உங்கள் தகவல்களை சரிபார்க்கவும் — Confirm your inputs before submitting.
📊 CFP + CA Grade Analysis: Your data will be analysed by our combined CFP (Certified Financial Planner) and CA (Chartered Accountant) logic engine — covering insurance, emergency fund, tax, retirement, investments, and debt. Karthekeyan will personally review your details and share your full personalised report on WhatsApp.
Analysing Your Financial Health...
உங்கள் நிதி நலனை பகுப்பாய்வு செய்கிறோம்
Calculating insurance coverage gap
Assessing emergency fund adequacy
Computing tax optimisation (CA review)
Projecting retirement corpus
Analysing investment portfolio
Evaluating debt & liability position
Preparing branded report
Muthaleetu Sinthanai
Financial Advisory · Chennai
IRDAI Licensed✓ CFP GradeCA Analysis
—
—
Financial Health Report
உங்கள் நிதி ஆரோக்கிய அறிக்கை
—
Overall Financial Health Score
—
S. Karthekeyan
Founder, Muthaleetu Sinthanai · CFP & CA Associate · 30 Years Experience
📞 95662 57408 · 🌐 muthaleetusinthanai.com · 📍 Chennai