WinFly Dashboard (Demo)
Ye ek sample view hai jo dikhata hai ki future me WinFly aapke investments, loans, insurance aur cashflow ko ek consolidated dashboard me kaise show karega – saath me ek simple WinFly Financial Health Score.
Currently showing default demo values. URL me ?income=&emi=&goals=&protection=&emergency=&name= add karke client-specific view bana sakte hain.
Demo data – not linked to real client records.
Phase 2: login-based personalised dashboard using same logic.
WinFly Financial Health Score
65/100
GoodYe score 4 pillars par based hai – goals, loans, protection aur emergency fund. Simple weighted formula se ek overall picture milti hai jisse hum samajh sakte hain ki sabse pehle kaha kaam karna hai.
Quick Snapshot
- • Risk Profile: Balanced
- • EMI Load: 43% of income (Medium stress)
- • Goal Coverage: 78%
- • Protection Coverage: 65%
- • Emergency Fund: 2.5 months
Goals / Investments
78/100
Goal-based planning & current investments ka coverage.
Loans / Debt
55/100
EMI load, interest cost & loan structure health.
Protection
65/100
Term, health aur family protection ki strength.
Liquidity
50/100
Emergency fund & cash buffer for tough times.
Investments
Status: Improving
SIPs aur long term investments major goals ko 78% tak cover kar rahe hain. Next step – gap wali goals par additional SIP ya restructuring plan banana.
- • Goal-wise SIP mapping
- • Asset allocation vs risk profile
- • Periodic portfolio review
Loans & EMIs
Status: Needs Optimisation
Current EMI load approx 43% hai. Prepayment, refinance ya restructuring options evaluate karne se overall health score improve ho sakta hai.
- • All EMIs in one view
- • Interest cost & tenure analysis
- • Prepayment & restructuring suggestions
Insurance Protection
Status: Almost There
Protection coverage currently 65% estimated need ke aas-paas hai. Focus areas – term cover, health cover & parents ke medical expenses ka buffer.
- • Term cover vs income & liabilities
- • Health cover for family & parents
- • Critical gaps & priority actions
Future Roadmap: From Demo to Your Real Dashboard
Next phases me WinFly is demo ko login-based, personalised dashboard me convert karega jahan aap apne actual loans, SIPs, insurance aur goals ko ek hi jagah track kar sakenge. Execution hamesha partner platforms (Wealthy, InvestKraft, Lendingkart, etc.) ke through hi rahega – WinFly aapko clarity aur structure provide karega.