Why do you need my income, expenses and loan details?

These are personal details, so here's exactly what we do with them.

Your goals tell us how much you need to build. Your income, expenses and EMIs tell us how much you can comfortably set aside each month — and that's what lets us suggest a SIP you can keep going, rather than one that only looks right on paper.

Without them, we could still show you what your goals will cost, but not whether the plan fits your life.

Your best estimates are perfectly fine to start with, and you can update any of these later.