Team Fintness — Policy Review & Investment Comparison

Professional Policy Analyzer

Policy Review & Investment Comparison

Analyze Traditional & ULIP policies · Compare with Mutual Funds · Get advisor-grade insights

All calculations are client-side

Data is never stored or shared

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Client Information

Client metadata for report generation

Client Name

PAN No.

Group Leader Name

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Mutual Fund Comparison Assumptions

Used to project alternative investment scenario

Expected MF Return ?

LTCG Tax on MF ?

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Client

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Continue Policy IRR

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Effective annual return

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Paid-up IRR

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If you stop premiums now

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Surrender IRR

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Return earned so far

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MF Net Return

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After charges & LTCG tax

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Wealth Growth Projection

Policy vs MF from today to maturity

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Scenario Comparison

All options side by side

Scenario	Maturity Value	IRR
Continue Policy	—	—
Paid-up ?	—	—
Surrender Now	—	—
Mutual Fund (MF)	—	—

Wealth Difference (MF vs Continue)

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Best Option

Based on highest maturity value comparison

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Lakhs

Analyzing...

Fill in policy details and click Analyze.

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Advisor Recommendation

Based on IRR, stage, and opportunity cost

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Analyzing...

Please fill in the fields and click Analyze.

Suggested Next Steps

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Key Calculation Details

Computed values used in analysis

Policy Premium Completion Timeline

Yr 0

Start — Maturity