Financial Plans Your Clients Can Actually See
Six calculators built for the Indian market. Share a form link, collect client data, and generate a branded PDF report — in minutes.
Select a Calculator
Six Calculators. Every Major Financial Goal.
Built for the Indian market — with ₹ amounts, Indian inflation rates, and reports your clients will understand.
Budgeting
Break down monthly cash flow across income, expenses, and savings. Show clients exactly where their money goes — with a branded PDF summary.
Children's Education
Project education costs at Indian inflation rates and calculate the SIP needed today to fund a child's degree — years in advance.
Marriage Planning
Estimate marriage expenses with realistic cost inflation and show the monthly savings needed to be ready on time.
Retirement Planning
Model the retirement corpus required, monthly pension projections, and the equity-debt strategy to get there comfortably.
Human Life Value
Calculate the exact life cover your client needs based on income, liabilities, dependents, and years to retirement.
Comprehensive Plan
Combine all six calculators into one unified financial plan — a single branded PDF ready to present or share with clients.
How It Works
From client onboarding to PDF report in three steps.
Create your advisor account
Sign up and get instant access to all six financial planning calculators.
Add a client & share a form
Add the client's profile, then share a secure link. The client fills their financial details on their own device — no back-and-forth needed.
Generate a PDF report
Once data is in, generate a professional branded PDF in seconds. Download and share it directly with your client.
Clients fill the form on their own device
No more chasing clients for data over WhatsApp. Share a secure, expiring link — they fill in their financial details at their own pace, and the data flows directly into your report.
Ready to deliver better financial plans?
GoalPlan is built for Indian financial advisors who want to spend less time on paperwork and more time with clients.