A clear, AI-assisted assessment of your loans, insurance, investments and credit — scored out of 100, with a concrete action plan. Before we sell you anything, we tell you the truth.
No sales pitch first. You see your numbers before you see our recommendations.
Tell us who you are. We send a one-time code to your email — no password to remember, no spam.
Income, EMIs, savings, insurance cover, CIBIL score. Takes about three minutes. Upload statements if you'd like a deeper read.
A 0–100 Financial Health Score with a breakdown across seven factors, plus an AI-generated read on your strengths and risks.
Keep the free report, or book time with a human advisor for a full plan — your choice, no pressure.
Eligibility checks and lender matching for purchase or LAP.
Quick eligibility read against your income and existing EMIs.
See exactly how much a transfer would save before you switch.
A specific, sequenced plan to move your score up.
An honest look at your existing portfolio's fit and overlap.
What you're on track for, and what it would take to close the gap.
Term and health cover checked against your actual dependents and costs.
Where it fits alongside your other retirement savings.
Affordability, timing and financing options for your next property.
The same score, breakdown and AI-written analysis shown below appears on your screen the moment you finish the 5-minute form — free, every time.
Solid fundamentals, with a few specific areas worth strengthening.
Takes under a minute. We'll send a verification code to your email.
Pay by Razorpay, UPI, or bank transfer. Admin confirms and schedules within one business day.
Plan
Pay securely by card, UPI or netbanking via Razorpay.
Scan with any UPI app · UPI ID: kgfinvest@upi
For UPI/Bank transfer, our admin will confirm your payment and follow up to schedule your consultation.