MoneyChanakya
Your Guide to Financial Wisdom
These forms help Kapil understand your financial situation, goals, and gaps — so he can prepare a personalised, structured report tailored to your requirements.
Planning Requirement Forms are structured intake questionnaires. They help Kapil gather the key details he needs to analyse your situation, identify gaps, and build a personalised recommendation — before you even sit down together.
Each form is specific to one planning area, so you only fill in what's relevant to you. The Forms collect just the right information needed to help you well.
Select the planning area you want to address — term insurance, health, retirement, goals, or all of the above.
Answer straightforward questions about your situation. Takes 5–10 minutes per form.
Kapil uses your inputs to prepare a structured, personalised report before your advisory session.
Your session is focused, productive, and ends with a clear next step — not guesswork.
Choose the form that matches what you want to plan. You can fill multiple forms across sessions.
A comprehensive overview of your entire financial life — income, expenses, assets, liabilities, existing insurance, and goals. The starting point for a complete structured planning journey.
Open FormHelps determine the right amount of term life insurance for your family — based on income, liabilities, dependants, and financial goals. Identifies gaps in your current cover.
Open FormAssesses your current health cover adequacy against your city tier, family size, age, and pre-existing conditions. Flags shortfalls before a medical emergency does.
Open FormCalculates the future corpus required for your child's higher education — accounting for inflation, the number of years available, and existing savings or investments.
Open FormDetermines how much you need to retire comfortably — based on your expected lifestyle, retirement age, inflation, healthcare costs, and current savings rate.
Open FormHelps you plan and build a corpus for your child's wedding — with a clear investment roadmap that avoids last-minute financial stress or disruption of other goals.
Open FormEstimates the budget needed to buy your home comfortably — including down payment, loan impact, and the balance between affordability and long-term goals.
Open FormHelps you plan a car purchase in a disciplined way — covering on-road cost, financing, insurance, and the impact on your overall cash flow and savings goals.
Open FormPlan and save systematically for your dream holiday — domestic or international. Factor in flight, stay, experiences, and a comfortable buffer, without disrupting core financial goals.
Open FormOnce your requirements are discussed, Kapil will guide you to the appropriate form. Direct submission is also possible, but an initial conversation is highly recommended for better accuracy and relevance.
Start Your Financial Planning JourneyProposal submission forms are for clients who have completed their planning and are ready to proceed with a product. Those are a separate step — visit the Proposal Submission page for those forms.
Go to Proposal Forms