My Profile
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Who are you?

🧑Single
👫Couple
👨‍👧Parent
👨‍👩‍👴Joint Family
✈️NRI
💼Gig Worker

About You

New Regime is India's default from FY2024-25. Change only if you have high deductions.

Monthly Income

Monthly Expenses

Existing Investments

Auto-saved as you type

Total Monthly Income
₹0
0%
Savings Rate
0%
Fixed Costs
0%
Free Cash

Money Flow

Fixed Commitments

Variable Spending

Savings & Investments

Financial Health Score

GoodMedium Lifestyle
62 FINANCIAL HEALTH Good
Savings Rate
of income saved
Free Cash
after expenses & savings
EMI Burden
of income in EMIs
Invested
total portfolio

Score Breakdown

Where Your Money Goes

Fixed 35%
Variable 25%
Savings 20%
Free 20%
💡
Your #1 financial fix will appear here.

Protection Status

Term Insurance
Health Insurance
Emergency Fund
FIRE Number ? infl-adj
FIRE Progress

Weekly Report Card

0%
of target
₹0
to go
₹0
next week

Your Tax Inputs

Your Deductions

80C InvestmentsLimit ₹1,50,000/yr
What qualifies under 80C?
  • EPF / PF — employee's contribution
  • ELSS Mutual Funds (3-year lock-in)
  • PPF deposit (max ₹1.5L/yr)
  • LIC / ULIP premium
  • 5-Year Tax Saver FD (lock-in 5 yrs)
  • NSC — National Savings Certificate
  • Home loan principal repayment
  • Tuition fees (up to 2 children)
  • Sukanya Samriddhi Yojana
₹0 of ₹1,50,000 used
/month
80D — Health InsuranceLimit ₹25,000/yr
What qualifies under 80D?
  • Health insurance premium — self, spouse, children (up to ₹25,000/yr)
  • Parents' health insurance premium — up to ₹25,000/yr (₹50,000 if 60+)
  • Preventive health check-up — up to ₹5,000 (within the overall limit)
  • Employer-sponsored premium also counts if deducted from salary
HRA — House Rent Allowanceauto from profile
Who can claim HRA?
  • HRA must be a component in your CTC / salary slip
  • You must be living in rented accommodation
  • Cannot claim if you own a house in the same city
  • Rent receipts required; landlord PAN mandatory above ₹1L/yr
  • Metro cities (Delhi, Mumbai, Chennai, Kolkata): 50% of basic; others: 40%
/month
/month
Home Loan Interest (Sec 24b)Limit ₹2,00,000/yr
What qualifies under Sec 24b?
  • Interest paid on home loan — self-occupied: max ₹2,00,000/yr
  • Let-out / rented property: full interest deductible (no cap)
  • Only the interest portion counts — principal repayment goes to 80C
  • Pre-construction interest claimed in 5 equal instalments from possession year
/month
% p.a.
NPS Additional (80CCD(1B))Limit ₹50,000/yr
What qualifies under 80CCD(1B)?
  • Only NPS Tier 1 voluntary contributions
  • This is over and above the ₹1.5L 80C limit — additional ₹50,000
  • NPS Tier 2 contributions do NOT qualify
  • Both salaried and self-employed can claim this
Other Deductions80E, 80G, 80TTA etc.
What comes under Other deductions?
  • 80E — Education loan interest (no upper limit; up to 8 assessment years)
  • 80G — Donations to approved charities (50% or 100% of donation)
  • 80TTA — Savings account interest up to ₹10,000 (for non-seniors)
  • 80TTB — Bank/post office interest up to ₹50,000 (senior citizens only)
  • 80GG — Rent paid deduction for those NOT receiving HRA in salary
/year
Recommendation
New Regime is employer default since FY 2024-25 — enter your salary above to compare
Old Regime
New Regime
Additional tax you could still save

Monthly Take-Home Comparison

Under Old Regime
Under New Regime
Monthly difference
Tax saving = SIP potential
Assumptions Return | Inflation | Real return 6%
All projections are inflation-adjusted
Total Monthly SIP Needed
across all active goals

FIRE Calculator

Financial Independence
FIRE = Financial Independence, Retire Early
Your expenses today will be higher at retirement due to inflation. Artha-IQ inflates your current expenses to what they will actually cost at age 60, then calculates the corpus needed to sustain that lifestyle using your real return rate (return minus inflation). This gives you a realistic, not underestimated, target.
FIRE Number = Inflation-adjusted annual expenses at age 60 / real return rate
FIRE Number (inflation-adjusted)
Your current portfolio
FIRE progress
Retire early at age
₹0+₹0/mo₹50K
With boost — retire at
Find Your Money Leaks
Tick what applies to you. We'll calculate exactly how much these habits cost — and the wealth they're destroying over time.
📺 OTT Subscriptions
Netflix/Prime/Hotstar
subscriptions
🍔 Dining Out / Zomato
Food delivery, restaurants
orders/month
🏋️ Gym / Fitness Apps
Rarely used memberships
₹/month (fee)
🚬 Smoking / Tobacco
Hidden health + wealth cost
cigarettes/day
or ₹/month directly
💳 Credit Card Interest
Paying only minimum due
₹/month interest
📱 Gadget / Tech EMIs
Upgrading before payoff
₹ monthly EMI
✈️ Impulse Travel
Unplanned trips, flights
₹/month avg spend
🚕 Excess Cab Rides
Ola/Uber when commute works
rides/month

Subscription Audit

Daily Habits

🍕Food delivery
per order
×/mo
Cafe / coffee
per visit
×/mo
🚕Cab / Uber
per trip
×/mo
🛍️Impulse shopping
per month
🚬Smoking
per cigarette
cigs/day
🍺Alcohol
per session
×/mo
Total Monthly Leaks
₹0
₹0 per year
5 Years
10 Years
20 Years
If you invested your biggest leak instead at 12% p.a.:
₹0 in 20 years
That's the real cost of this habit.
⚖️
Balanced Planner
Your spending is under control. A few tweaks can dramatically accelerate your wealth.
GOT
Quick Financial Scan
Two numbers and our AI will give you an instant read on your financial health — with one critical risk highlighted. The full GOT analysis goes much deeper.
GOT Advisor uses Graph of Thought reasoning — Pithonix AI analyses your entire financial profile across 6 dimensions simultaneously and finds connections between them.
Reasoning across 6 dimensions...
Overall Assessment

Your Top 3 Actions

Government Schemes You Qualify For

Benchmark Your Salary
3 quick questions. We'll tell you exactly where you stand against market — and what's holding you back.

Your Career Profile

Salary Grid
Your City Cost Report
Tell us your city and key expenses. We'll compare you to the actual benchmark for your income tier — instantly.

Cost of Living Index

Category Breakdown

Medium

Lifestyle Spend

city benchmark (excl. EMIs)
Your lifestyle spend
Source: NoBroker Rental Index Q1 2025 · Numbeo India Cost of Living 2025 · MOSPI Consumer Price Index · TeamLease India Salary Survey 2024
Last updated: January 2025 · Data is city-level statistical average, not a personal quote.
Tier 3 towns use 0.65× interpolation from nearest Tier 2 city.
ITR filing season approaching — know your exact tax liability now before it's too late
Best Value
Full View
All modules · Unlimited · 1 month
₹699/mo
vs ₹1,300 à la carte
Or unlock per module
Tax Optimizer
₹50/use
2 free uses
Goal Planner
₹150/use
Money Leaks
₹150/use
Cost of Living
₹200/use
Expert View (AI)
₹250/use
Salary & Skills
₹400/use
What each module unlocks
Tax OptimizerFirst 2 uses free
Goal PlannerFIRE targets, SIP goals
Money LeaksSpending audit & fixes
Cost of LivingCity comparison index
Expert View (AI)GOT AI financial advisor
Salary & SkillsCareer growth & benchmarks
Refer & Earn ₹50
Share your code — your friend gets ₹50 off Full View, you earn ₹50 credit.
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Proprietary Software · Unauthorised use, copying or reverse engineering is prohibited
Portfolio Value
Invested
Returns
XIRR
Monthly SIP
₹0 invested ₹1,50,000 limit
Equity
Equity
Debt
Hybrid
Liquid / Other
Analysing your portfolio…
Your Portfolio
XIRR
Nifty 50
~13%
10-yr CAGR
FD (SBI)
7.1%
Current rate
PPF
7.1%
Q1 FY27 rate
Upload your financial documents — AI reads them instantly and enriches your entire analysis with real numbers. No manual entry needed.
🛡️
Insurance Policy
LIC, SBI Life, ICICI Pru, HDFC Life, Bajaj & more
Pending
🏢
EPF Balance
Enter from EPFO portal — covers all employers automatically
Pending
Find your Total Available Balance on the EPFO home screen → passbook.epfindia.gov.in
Total Balance
Employee Share (optional)
Employer Share (optional)
📊
MF Statement (CAMS / KFin)
Consolidated account statement — all funds in one go
Pending
Documents are processed in-memory using AI vision.
They are not stored or shared by Artha-IQ.
Done
Can I Afford This?
Type any purchase — see the real financial impact instantly.
Your free cash this month
Purchase price
= months of free cash
EMI if paid over 12 months
Your EMI burden after this
Comfortable wait time
👋
What should we call you?
We'll personalise everything you see in Artha-IQ.
?
Add a photo
Optional — tap to upload
🏠
Which best describes you?
This helps us tailor your goals and recommendations.
🧑 Single
👫 Couple
👨‍👧 Parent
👨‍👩‍👴 Joint Family
✈️ NRI / Overseas
💼 Freelancer / Gig
📍
A bit about you
Used for benchmarking your numbers against others like you.
🏛️
Which tax regime are you on?
This affects your tax calculations across the whole app. You can change it anytime.

Not sure? Choose New Regime. It's simpler and gives lower tax slabs with no deduction paperwork. Switch to Old Regime only if your 80C + 80D + HRA deductions exceed ₹3.75 lakh.

💰
How much do you earn each month?
Enter your take-home salary — the amount that hits your bank account after TDS.
🏘️
Your key monthly expenses
Just the big ones — skip anything that doesn't apply.
🎯
How much do you save each month?
Include SIPs, PPF, NPS contributions, RDs — anything you set aside regularly.
Savings account, liquid FDs, or cash that you can access in 24 hrs
📊
What have you already built?
Skip anything you don't have yet — all optional.
🎉
You're all set, Rahul!

We've captured your details. Now let's calculate your financial health score and check for potential gaps.

Profile Ready
Smart Import · Powered by Claude AI
Fill your profile
in seconds.
Upload any financial document — Artha-IQ reads it and auto-fills your numbers. No typing.
Your documents are read instantly by AI and never stored on our servers. Only the extracted numbers are saved.
Salary Slip
Take-home · HRA · PF · TDS · Employer · City
PDF or photo (JPG / PNG) · Most recent month
Upload
Form 16
Tax regime · 80C / 80D · NPS · Annual income
PDF · From your employer · FY 2025-26
Upload
Bank Statement
EMIs · Recurring spend · Average balance
Screenshot (Summary Page) or PDF
Tip: Statements > 2 pages? Use Screenshots of the summary page for faster, private analysis.
Idle
Also upload — enriches your GOT analysis
Insurance Policy
LIC · SBI Life · ICICI Pru · HDFC Life · Bajaj
Reads: sum assured, premium, expiry, cover gap
Upload
Don't have it? Get it →
Download your policy document from
💡 Check your email inbox too — insurers email the policy PDF when issued. Search "policy bond" or "policy schedule".
EPF Balance
Enter Total Available Balance from EPFO portal
Enter
Covers all employers & member IDs automatically · Open EPFO ↗
Emp ₹
Er ₹
MF Statement (CAMS / KFin)
Consolidated account statement
Reads: portfolio value, XIRR, SIP amounts, ELSS
Upload
Don't have it? Get it →
Get your mutual fund statement from
💡 CAMS is the fastest — enter your PAN + email, statement arrives in ~2 minutes. No account creation needed.
Extracted — here's what we found
Anything Missed?
Add any recurring obligations not detected above: Consumer loans with cryptic merchant names, utilities that didn't match, subscriptions, insurance premiums, or any fixed monthly expense you can't skip.
Monthly amount (₹)
Type (optional)