🗺️ Financial Planning

A plan built around
your actual behaviour.

Most financial plans fail because they assume perfect behaviour. GullakX builds plans around your measured Behaviour Score — then helps you improve both together.

Planning Areas

Every financial dimension.
Covered.

🛡️

Emergency Fund

The non-negotiable first step
Calculate 6-month expense target
Set up auto-save to separate Gullak
Track progress to full coverage
Review quarterly as expenses change
Calculate Target
🌴

Retirement Planning

India-specific corpus calculation
Inflation-adjusted corpus calculation
NPS + PPF + equity allocation
Required SIP back-calculation
Annual plan review and rebalancing
Retirement Calculator
🏠

Home Purchase

Down payment to possession
Affordability assessment
Down payment savings goal
EMI capacity vs. score analysis
Pre-approval readiness check
EMI Calculator
🎓

Education Planning

For yourself or your children
Education cost inflation modelling
Sukanya Samriddhi integration
Education loan vs. investment analysis
Milestone-based savings plan
SIP Calculator
🛡️

Insurance Planning

Protection before investment
Human Life Value calculation
Term cover recommendation
Health insurance adequacy check
Critical illness assessment
Book a Free Call →
🔥

FIRE Planning

Financial Independence, Retire Early
FIRE corpus calculation
Safe withdrawal rate analysis
Current portfolio gap assessment
Monthly investment requirement
FIRE Calculator
The GullakX Difference

Plans that adapt
to your behaviour.

Traditional financial plans are built on assumptions: “You will save 30% every month”. GullakX builds plans around your measured Behaviour Score — your actual demonstrated saving rate, your real impulse control history, your actual consistency.

If your score improves, your plan updates. If you miss targets, the plan adjusts rather than making you feel like a failure. This is planning for real humans.

📊

Score-Calibrated Targets

Your SIP recommendation is based on your actual savings rate dimension — not aspirational numbers.

🔄

Dynamic Plan Updates

As your Behaviour Score improves, your investment product access and plan targets update automatically.

⚠️

Realistic Risk Warnings

If your consistency score suggests you'll stop a SIP within 3 months, we tell you — and help you fix that first.

Sample Financial Plan

Your Profile
Rajiv, 34 · Score 68 · ₹85K/month income · Earner tier
Emergency Fund
₹38K of ₹3L goal · 13% complete
Active
Monthly SIP — Nifty 50
₹8,000/mo · 6-month streak
Running
Term Insurance
₹1Cr cover · ₹9,200/year
Recommended
PPF Account
₹50,000 deposited · Tax saving ₹15K
Open
Direct Stocks
Score 70 required · 2 pts away
Locked
Build My Plan →

A plan that knows
how you really behave.

Start with the Behaviour Score assessment. Your personalised financial plan is generated immediately — based on who you actually are, not who you wish you were.

Build My Plan →Free Calculators