AI-Assisted Financial Planning
A Free, Professional-Grade Financial Health Assessment
Choose the depth of analysis that matches your needs — from a quick 5-minute health check to a comprehensive financial blueprint — the kind of analysis professionals often charge a hefty fee for.
Compare all plans in detailFinancial Wellness Assessment
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Trustner Asset Services Pvt. Ltd. | ARN-286886 | AMFI Registered MFD
Choose Your Plan
Financial Plans for Every Need
From a quick health check to a comprehensive financial blueprint — pick the depth that matches your goals.
Financial Health Check
Quick Scan
Get your financial health score in 5 minutes. Perfect for a first look at where you stand.
- Financial Health Score (0-900)
- 5-Pillar Analysis
- Net Worth Estimate
- Insurance Gap Flag
- Emergency Fund Status
- Top 5 Action Items
Goal-Based Financial Plan
Recommended
Define your life goals and get personalized SIP recommendations for each. Ideal for focused planning.
- Everything in Basic, plus:
- Goal-wise SIP Recommendations
- Detailed Net Worth Statement
- Insurance Gap Analysis (HLV)
- Asset Allocation Recommendation
- Personalized Action Plan
- AI-Assisted Analysis
Comprehensive Financial Blueprint
Premium
A complete financial blueprint with 5-year cashflow projection, tax-regime comparison, debt plan and detailed family planning — the full workup, free.
- Everything in Standard, plus:
- Executive Summary (Goals vs Recommendations)
- 5-Year Cashflow Projection
- Asset Allocation Matrix by Time Horizon
- Tax Optimization Strategy
- Debt Management Plan
- 12-Month Action Timeline
- Extended AI Narrative (500+ words)
- Family Health & Succession Planning
Goal-Specific Modules
Plan for Specific Life Goals
Need focused planning for one goal? Choose a standalone module and get a targeted action plan.
Retirement Planning
Calculate your retirement corpus and get a personalized plan to achieve financial independence.
Child Education Planning
Plan for your child's education from school to post-graduation with inflation-adjusted projections.
Child Marriage Planning
Build a dedicated corpus for your child's wedding and related expenses.
Home Purchase Planning
Plan your dream home — down payment, EMI affordability, and investment strategy.
Emergency Fund Planning
Build a safety net for unexpected expenses. Know how much you need and how to build it.
Tax Saving Strategy
Optimize your tax planning across old and new regimes with smart investment recommendations.
Simple Process
How It Works
Four simple steps to your personalized financial plan.
Choose Your Plan
Pick from a quick health check, goal-based plan, or full financial blueprint.
Fill the Questionnaire
Answer questions about your income, expenses, goals, and assets.
Get Your Score
AI-assisted analysis delivers your Financial Health Score in seconds.
Receive Your Report
A detailed professional-grade PDF report emailed to you instantly.
Backed by Trust
Why Trust Trustner
We have been helping Indian families build wealth responsibly for over a decade.
AMFI Registered
ARN-286886 — fully regulated mutual fund distributor.
10,000+ Clients Served
Trusted by families across India for over a decade.
You control your data
Your raw answers aren’t stored. Save your score to My MeraSIP only if you want to — deletable anytime.
AI-Assisted Analysis
Data-driven analysis with AI-generated explanations to make the numbers easy to act on.
Start Your Free Financial
Health Check Today
Join thousands of Indians who have taken control of their financial future. It takes just 5 minutes and costs absolutely nothing.
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This Financial Wellness Assessment is for educational purposes only. The Financial Health Score and recommendations are generated algorithmically from what you enter and do not constitute investment advice as defined under the SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. — AMFI registered Mutual Fund distributor and SIF Distributor, APMI registered PMS Distributor: ARN-286886. Past performance does not guarantee future results. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.