AI Financial Advisor — Get a personalised financial plan in 5 minutes — not 5 meetings. | BusinessSkillForge

AI Tool 🤖

AI Financial Advisor

Share your income, goals and risk profile — and get a complete personalised financial plan with allocations, action steps and timelines.

What this tool does

Get a personalised financial plan in 5 minutes — not 5 meetings.

The AI Financial Advisor takes structured inputs about your income, expenses, savings, debts and goals and returns a complete financial blueprint — emergency fund target, insurance gap, ideal asset allocation, monthly savings plan, and a prioritised action list. It is a decision-support system, not a chatbot.

Key benefits

What you get out of it

End-to-end plan covering protection, savings and investment
Personalised to your income, age and goals — not generic templates
Clear ranking of what to fix first, second, third
Updates as your situation changes — re-run any time

How it works

Three steps from input to action

Step 01

Enter your profile

Income, expenses, existing investments, debts, goals, dependents.

Step 02

Pick your priorities

Risk comfort, retirement age, and which goals matter most.

Step 03

Receive your plan

A structured plan with asset allocation, monthly action steps, and clear next moves.

Why this tool is valuable

A decision-support system, not just a calculator

A real financial advisor charges ₹15,000–₹50,000 for a comparable plan and takes weeks. This tool gives you 80% of that quality in minutes, and lets you iterate as your life changes — so your plan stays current instead of going stale on a shelf.

Pricing

Choose the option that best fits your financial planning needs

Three monthly plans. Cancel any time. Start with a single tool or unlock everything.

Single Tool Access

299/month

Access to AI Financial Advisor only.

  • Access to this one tool
  • All scenario outputs & charts
  • Cancel any time
Get Access

All Simulators

799/month

Full access to all 5 investment simulators.

  • All 5 simulators included
  • Scenario comparisons & export
  • Cancel any time
Choose Simulators

Pro · Sims + AI Tools

1,499/month

Full access to all 5 simulators & all 5 AI tools.

  • All 10 premium tools included
  • AI-driven personalised plans
  • Priority feature updates
  • Cancel any time
Unlock Pro Access

All prices in INR, billed monthly via Razorpay. International billing via Stripe coming soon.

Ready to use AI Financial Advisor?

Pick the plan that fits your needs and get instant access. Every output is built to lead to a clear next action.

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