KG Finvest – AI Loan Analysis CRM

Welcome to KG Finvest AI CRM

Intelligent loan analysis · Balance transfer · Mortgage advisory

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Est. Monthly Savings

After BT/Consolidation

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Total Outstanding Debt

0 active loans

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CIBIL Score

Not entered yet

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Current Total EMI

New EMI: ₹0

🎯Quick Analysis Summary

Fill in KYC details and loan information to see your personalised analysis summary here. Our AI will evaluate balance transfer eligibility, mortgage options, and loan consolidation opportunities.

📋Recommended Actions

📌 Step 1 – Enter Customer Details

Start with KYC & Documents tab to enter customer profile.

📌 Step 2 – Add Existing Loans

Enter all active loans in Loan Analysis tab for consolidation review.

📌 Step 3 – Get AI Report

Generate full PDF report after ₹3,000 payment. Includes 15-min consultation.

📉EMI Comparison Chart

🪪Customer KYC & Profile

Full Name (as per Aadhaar)

Date of Birth

Mobile Number

Email Address

PAN Number

Aadhaar Number

Occupation

Monthly Net Income (₹)

Residential Address

Employer / Business Name

Years at Current Job / Business

📁KYC Document Upload

Aadhaar Card (Front + Back)

🪪

Upload Aadhaar

PDF / JPG / PNG

PAN Card

🗂️

Upload PAN

PDF / JPG / PNG

Photograph

📷

Upload Photo

JPG / PNG

Salary Slips / ITR (Last 3 Months)

💼

Upload Income Proof

PDF / JPG / PNG

Bank Statements (Last 6 Months)

🏦

Upload Bank Statements

PDF preferred

Property / Mortgage Documents

🏠

Upload Property Docs

Sale deed / EC / etc.

🏦Existing Loans – Add & Analyse

Loan Type

Lender / Bank Name

Outstanding Principal (₹)

Current ROI (% p.a.)

Current EMI (₹)

Remaining Tenure (Months)

Sanctioned Amount (₹)

Loan Account Number

📋Loan Portfolio

Type

Lender

Outstanding

ROI%

EMI/mo

Action

No loans added yet. Add your first loan above.

🔄Balance Transfer / Mortgage Loan Analysis

Proposed New ROI (% p.a.)

Proposed New Tenure (Months)

Processing Fee (₹)

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New Combined EMI

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Monthly Saving

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Total Interest Saved

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Breakeven (Months)

🏁Foreclosure (FCL) Analysis

Select Loan for FCL

FCL Charges (%)

Available Funds (₹)

Select a loan to see foreclosure analysis.

📈CIBIL Score Input

Current CIBIL Score

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CIBIL

Poor (300)Excellent (900)

🔍CIBIL Analysis & Eligibility

Enter your CIBIL score to see loan eligibility and interest rate indicatives.

📊Score Factors (Self-Assess)

Payment History (%)

Poor85%Perfect

Credit Utilisation (%)

0%40%100%

Credit Age (Years)

05 yrs20+

🏦Bank Statement Highlights

Average Monthly Balance (₹)

Monthly Credits (₹)

Monthly Debits / EMIs (₹)

Cheque Bounces (Last 6M)

Cash Withdrawals > ₹50K (Count)

FOIR (Fixed Obligation Ratio %)

🧮Smart EMI Calculator

Loan Amount (₹)

Interest Rate (% p.a.)

Tenure (Months)

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Monthly EMI

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Total Payment

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Total Interest

0%

Principal %

🔄Multi-Loan Consolidation Comparison

Comparing your individual EMIs vs. one consolidated loan at proposed rate.

Add loans in the Loan Analysis tab to see consolidation comparison.

📅Loan Amortisation Schedule (First 12 Months)

Month	EMI (₹)	Principal (₹)	Interest (₹)	Balance (₹)
Enter loan details above to generate schedule.

🤖KG Finvest AI Loan Advisor

Powered by Claude AI. Ask anything about your loan scenario, eligibility, or best strategy.

Generate Your AI Analysis Report

Complete AI-powered PDF report + 15-minute expert consultation

Report + Consultation Package

₹3,000

Inclusive of all taxes · Instant PDF delivery

✅ What you get:

📄 Full AI Loan Analysis PDF Report
🔄 Balance Transfer Savings Summary
📊 EMI Comparison & Amortisation Table
📈 CIBIL Analysis & Improvement Tips
🏁 Foreclosure Benefit Calculation
💬 15-Minute Expert Consultation (WhatsApp/Call)
📧 Report delivered to your email

Pay via UPI / QR Code:

kgfinvest.4419@uboi

🏦 Bank Account Details (NEFT / RTGS / IMPS)

Account Name	KG FINVEST
Account Number	139911010000105
Bank	Union Bank of India
Branch	Alwal Branch, Medchal-Malkajgiri – 500010
IFSC Code	UBIN0813991
Account Type	Current Account
UPI ID	kgfinvest.4419@uboi

📱 Google Pay

💳 PhonePe

🔵 Paytm

🏦 NEFT/RTGS

1

Scan QR or pay to UPI: kgfinvest.4419@uboi · Amount: ₹3,000

2

Enter your UTR / Transaction ID below for instant verification

3

Click Verify & Generate – your report unlocks immediately

UTR / Transaction ID

Need help? WhatsApp: +91 85559 25281

✅ Report Generated Successfully

Sending to email & WhatsApp automatically...

KG Finvest · AI Loan Analysis Report

KG Finvest

www.KGFinvest.com · kgfinvest6@gmail.com · +91 85559 25281

REF: KGF-000000 · Generated: —

🪪Customer Profile

📊Portfolio Overview

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Total Debt

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Current EMI

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Monthly Saving

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CIBIL Score

🏦Loan-by-Loan Analysis

Type

Lender

Outstanding

ROI%

EMI

Tenure

Recommendation

🔄Balance Transfer Analysis

🤖AI Recommendations & Summary

📅Amortisation Schedule (Proposed)

Month	EMI (₹)	Principal (₹)	Interest (₹)	Balance (₹)

15-Minute Expert Consultation Included

WhatsApp or Call: +91 85559 25281 · Our team will contact you within 24 hours