Aavishkar Finance

Aavishkar Finance

AMFI Registered Mutual Fund Distributor · Advisor Tools Suite

Client Meeting Tools

Risk Profiling Questionnaire

5-section, 10-question risk assessment with age-adjusted scoring. Produces a risk profile, suggested asset allocation, and a signable printed record.

Goals & Financial Capacity Form

Captures income, cash flow, and goals; calculates required SIP per goal and a gap analysis against available investment capacity.

Multi-Bucket Wealth Projection & SWP Tool

Models a multi-bucket SIP and lumpsum accumulation plan with step-ups, one-off top-ups, planned withdrawals, and inflation-adjusted figures — then carries the resulting corpus into a linked SWP / retirement income calculator. Includes a downloadable PDF report.

For use by Aavishkar Finance advisors during client meetings. These tools run entirely in your browser and do not transmit or store client data on any server — use each tool's PDF/print option to keep a record for your files. Mutual fund investments are subject to market risk.