AI Wealth Advisory powered by Claude AI · Anthropic
Future Goal Planning &
Wealth Creation Quotation
Enter your client's details below. Claude AI will generate a professional, personalised financial planning illustration instantly.
Client Information
Basic details for the report
Financial Goals
Add one or more goals to plan for
Current Financial Position
Existing savings and monthly investments
Assumptions
Default: 6% inflation · 12% investment return (AI adjusts per goal type)
⚙️ Customise Assumptions (optional — AI uses smart defaults)
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Choose Your Report Type
Free instant calculation or premium AI-powered advisory report
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Mathematical Report
₹0
- ✅ All calculations (FV, SIP, projections)
- ✅ Year-wise wealth table
- ✅ Goal-wise shortfall analysis
- ✅ Step-up SIP scenarios
- ✅ Instant — no payment needed
- ✗ AI narrative & personalised advice
- ✗ Professional observations
- ✗ Branded PDF report quality
AI PREMIUM
Claude AI Advisory Report
₹499 + 18% GST
Total: ₹589
- ✅ Everything in Free
- ✅ Claude AI personalised narrative
- ✅ Professional planning observation
- ✅ 5 customised action steps
- ✅ Gap-bridging strategies
- ✅ Smart goal-type inflation
- ✅ PDF-ready branded report
- ✅ Saved to your advisory record
Pay & Unlock AI Report
Advisory fee: ₹499 + GST = ₹589 · SAC: 997159
Goal Planning Advisory₹499
CGST @ 9%₹45
SGST @ 9%₹45
Total Payable₹589
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Scan with any UPI app · Amount: ₹589
UPI ID
kgfinvest.4419@uboi
Claude AI is building your report...
This takes 10–20 seconds
Analysing goal details & inflation projections
Computing future goal costs
Calculating required SIP & corpus
Building year-wise wealth projections
Preparing professional quotation