Please fix the highlighted fields below before submitting.

1 Personal Information

2 Income

3 Assets

Only the assets you own will show follow-up questions.

Savings Account

Fixed Deposits

EPF

PPF

NPS

Mutual Funds

Please share your CAS statement (CAMS/KFin) over email or WhatsApp before your planning session — our team will follow up. This won't delay your initial consultation.

Direct Stocks

Please share your holdings statement over email or WhatsApp before your planning session — our team will follow up. This won't delay your initial consultation.

ETFs

Gold

Bonds

Real Estate

Cash

Other Investments

4 Liabilities

Home Loan

Personal Loan

Vehicle Loan

Education Loan

Loan Against Property

Credit Card Outstanding

Other Loan

5 Monthly Expenses

Essential Living Expenses
Financial Commitments
Lifestyle & Discretionary
Monthly Savings / Investments
Housing
Food
Transportation
Family
Financial
Lifestyle
Others

6 Insurance

Tell us what cover you currently have.

Term Insurance

Health Insurance

Personal Accident Insurance

Critical Illness Cover

7 Financial Goals

What are your top 3 financial goals?

Goal 1
Goal 2
Goal 3

8 Documents

No need to upload anything now — just let us know what you can share, and our team will follow up by email or WhatsApp before your planning session.

This won't delay your initial consultation — it just helps our team know what to follow up on.

Final Question

Regulatory Disclosures & Consent

Advisoira (Registered Name: Partha Harshal Deshpande) is a SEBI Registered Investment Adviser — Registration No. INA000022321, Validity: Apr 20, 2026 – Perpetual.

Registration granted by SEBI, and any associated membership or certification, does not in any way guarantee the performance of the intermediary or provide any assurance of returns to investors. Investments in securities markets are subject to market risks — please read all related documents carefully before investing.

Grievance Redressal: Please write to us first if you have a complaint. If it remains unresolved, you may approach SEBI via the SCORES portal (scores.sebi.gov.in) or the ODR portal (smartodr.in / odr.sebi.gov.in).

The information shared here is used solely to prepare your financial plan and advisory recommendations, and is kept strictly confidential. Advisoira will never ask for your account login credentials, passwords, or OTPs.

Advisoira may use AI-based tools to assist with organising and analysing the information you provide; every recommendation is reviewed and approved by a SEBI Registered Investment Adviser before it reaches you.

Your information is kept confidential and used only to prepare for your planning session.

Thank you, there!

We've received your financial snapshot. Our team will review it and follow up before your planning session — any details you chose to share later will be gently followed up on beforehand.