Learn Game Simulate
New client onboarding
1
Personal
2
Finance
3
Goals
4
Investments
5
Risk
Personal information
Your details are private and secure
Personal
2
Finance
3
Goals
4
Investments
5
Risk
Your financial picture
Be as accurate as possible — this builds your plan
Personal
Finance
3
Goals
4
Investments
5
Risk
Your financial goals
Select all that apply — we build a plan for each goal
🏖️
Retirement
Comfortable after 60
🏠
Buy a home
Own property in Nepal
🎓
Children's education
School, college funds
🛡️
Emergency fund
6 months expenses
💼
Business capital
Start or grow business
📈
Wealth building
Long-term investments
Personal
Finance
Goals
4
Investments
5
Risk
Existing investments
Select what you already have
🏦
EPF — Employees Provident Fund
4.25% p.a. — auto-deducted from salary
🏢
CIT — Nagarik Ekanka / KBBAK
5.00% individual / 3.75% KBBAK
📈
NEPSE — Nepal Stock Exchange
Shares / DEMAT account
🛡️
Jeevan Beema — Life Insurance
Annual or monthly premium
🏛️
SSF — Social Security Fund
31% total contribution — pension + health
Personal
Finance
Goals
Investments
5
Risk
Your risk appetite
Be honest — this shapes your entire plan
🐢
Conservative
Safety first — EPF, CIT, Beema
⚖️
Moderate
Balance of safety and growth
🚀
Aggressive
Max growth — heavy NEPSE focus
RS
Ram Sharma
ZZC client since May 2026 · Day 1
Moderate investor
Monthly savings capacity
Rs. 0
Recommended invest/month
Rs. 0
1-year projection
Rs. 0
10-year projection
Rs. 0
Portfolio growth projection
Financial goals tracker
Recommended scheme allocation
SchemeMonthlyAnnual return1-yr value
ZZC guidance — this month