📋 Client Proposals
Generate professional, branded advisory proposals for your clients. Choose a proposal type to get started.
Step 1 of 4
Client Details
👤 Client Details
Basic information about the client. This will appear on the proposal document.
💰 Financial Snapshot
Client's income, savings, and current investment profile. All values are in Indian Rupees (₹).
🎯 Goals & Risk Profile
Define the client's financial goals and risk tolerance for suitable asset allocation.
✅ Review & Generate Proposal
Review the recommendations below, then generate the branded PDF for your client.
