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Niveshnama Portfolio & Goal Planner
Niveshnama | Best Portfolio & Goal Planner Tool in India
Niveshnama | India's Smartest Portfolio Planner
🌐 Hindi / English
👤 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 (₹)
📊 Analyze Portfolio
📈 Portfolio Overview
📊 Goal Allocation
🧠 Expert Suggestions
📄 Download Report + Save & Send
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🛡️ HLV (Term Insurance) Calculator
Estimate your ideal life insurance coverage based on income & retirement age.
Annual Income (₹):
Current Age:
Retirement Age:
Calculate
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