Niveshnama Portfolio & Goal Planner

Niveshnama | India's Smartest Portfolio Planner

👤 Client Information

Full Name Date of Birth Email Address Annual Income (₹)

💼 Investment Portfolio

Equity (₹) Mutual Funds (₹) Stocks (₹) Debt (₹) Fixed Deposit (₹) Insurance Cover (₹) Goals / Loans / Notes Risk Profile (1-10)

Risk Score: 5

🎯 Goal Planning

Retirement Goal (₹) Child Education (₹) Wealth Creation (₹) Home Goal (₹) Marriage Goal (₹)

📈 Portfolio Overview

📊 Goal Allocation

🧠 Expert Suggestions