Financial Summary Report

ArthaOS Pro

CEO Dashboard

Your complete financial operating system

Net Worth
₹0
Assets minus liabilities
Monthly In-Hand
₹0
Post-tax estimate
Savings Rate
0%
After essentials
Best Tax Regime
Tax center output

Financial Health

Live

Top Actions

Rule-driven

Cash Trend

Monthly spend

Recent Transactions

Latest activity

Compensation Profile

FY 2025-26
💡 Basic ~40% of CTC | PF = 12% of Basic | Gratuity ≈ Basic×15/26 | Standard deduction ₹75,000 under New Regime

Salary Breakdown

Monthly view

Monthly In-Hand

₹0

After all deductions + estimated tax

Tax Inputs

Deductions & income

Tax Comparison

FY 2025-26 slabs

Capital Gains

TypeAmountTaxRate

Slab Reference

FY 2025-26
New Regime (Default) — Std deduction ₹75,000
IncomeRate
Up to ₹4 lakhNIL
₹4L – ₹8L5%
₹8L – ₹12L10%
₹12L – ₹16L15%
₹16L – ₹20L20%
₹20L – ₹24L25%
Above ₹24L30%
87A rebate: Tax = 0 if taxable income ≤ ₹12L (effective ≤ ₹12.75L with std deduction)
Old Regime — Std deduction ₹50,000
IncomeRate
Up to ₹2.5 lakhNIL
₹2.5L – ₹5L5%
₹5L – ₹10L20%
Above ₹10L30%
87A rebate: Tax = 0 if taxable income ≤ ₹5L | Cess 4% on all tax

Add Transaction

Monthly Summary

Budget Check — 50 / 30 / 20

Needs / Wants / Savings

Transaction Ledger

0 entries
DateTypeCategoryNotesAmount

Monthly History

Save a snapshot to track over time
MonthIncomeNeedsWantsSavingsSaved On
Detailed line-item tracking for your monthly Needs (50%) and Wants (30%) buckets. Totals here roll up into the Cash & Budget 50/30/20 check automatically.

🏠 Needs — Essential Expenses

₹0

🎮 Wants — Discretionary Spending

₹0

Needs vs Wants vs Budget

Your 20% Savings bucket, broken into where it actually goes. This connects to Wealth & Goals and Debt & EMI for the full picture.

Allocate Your Savings (₹/month)

Allocation Check

Where Your 20% Goes

Add a Bill

Bills Summary

Upcoming & Overdue

Paid This Month

Add Financial Goal

Investment Allocation

Age-based

Goal Tracker

GoalTargetCurrentMonthly SIPYearsProjectedStatus

Debt Profile

Debt Diagnostics

EMI Affordability Calculator

Should I take this loan?

Purchase Approval Engine

20/4/10 rule enforced

Vehicle Database

Affordable options for you

Add Job / Offer

Pipeline Metrics

Offer Comparison

CompanyRoleStatusCTCMonthly In-HandPost-City SurplusNotes

Log a Decision

Decision Audit Trail

Family Profile

Family Diagnostics

Add Document / Asset

Records

0 items
NameCategoryDateOwnerNotes

✦ CFO Chat — Gemini AI

Powered by your data
ArthaOS CFO Namaste! I'm your personal CFO with 25 years of Indian finance expertise. I have full context of your salary, tax, goals, and debt profile. Ask me anything — salary negotiation, EMI decisions, tax planning, investment strategy, or whether that car purchase makes sense.

Add a Loan / EMI

EMI Load Summary

All Active Loans

0 loans
LenderTypeOriginalOutstandingRateEMI/moMonths LeftTotal Interest PendingStatus

Payoff Strategy

Avalanche (highest rate first)

What Can I Buy Right Now?

Based on your live financial data

Vehicle Suggestions For You

Filtered by your 20/4/10 capacity

Negotiation Inputs

Negotiation Summary

Your Negotiation Script

Word-for-word, India corporate norms

🚗 Car — Buy vs Rent/Lease

🏠 Property — Buy vs Rent

Both calculators compare total cost of ownership (loan interest + upkeep + depreciation/appreciation) against renting over the same period, plus the opportunity cost of your down payment if invested instead.
📸 Built for photographers, consultants, and professionals earning freelance income. Uses Section 44ADA presumptive taxation — 50% of receipts is your taxable income. No detailed bookkeeping needed up to ₹50L (₹75L if 95%+ digital).

Freelance Income Details

Tax Calculation — 44ADA

Advance Tax Schedule

FY 2025-26
Under 44ADA, you can pay 100% advance tax in one shot by 15th March — no quarterly splits required.
QuarterDue DateCumulative %Amount DueStatus

GST & Compliance Checklist

⚡ Rule of 72

How long to double your money?
Quick compare: FD ~6.5% → doubles in 11.1 yrs | PPF ~7.1% → 10.1 yrs | Equity ~12% → 6 yrs | Crypto ~0% guaranteed

🔥 Inflation Eroder

What is your money really worth?

📈 SIP Step-Up Calculator

Increase SIP by % every year

🛡️ Insurance Adequacy Check

Human Life Value method

🔄 Break-Even Calculator

Buy vs Rent / Own vs Outsource

☕ Latte Factor

What small daily spends really cost you
Not about denying yourself coffee — about seeing what a small recurring habit costs in opportunity, so you can decide consciously rather than by default.

🪜 Liquidity Ladder

Where should this money sit?
FY 2025-26 deadline: 31 March 2026 for 80C/80D investments | ITR filing: 31 July 2026 | Advance tax: Jun 15 · Sep 15 · Dec 15 · Mar 15

80C Investment Tracker

Limit: ₹1,50,000 (Old Regime only)

Other Deductions

Key Tax Dates — FY 2025-26

EventDue DateApplicable ToPenalty
Advance Tax Q115 June 2025If tax > ₹10,0001%/mo under 234C
Advance Tax Q215 September 202545% cumulative1%/mo under 234C
Advance Tax Q315 December 202575% cumulative1%/mo under 234C
Advance Tax Q4 / Full15 March 2026100% | 44ADA: full in one shot1%/mo under 234B
80C/80D Investment Deadline31 March 2026Old regime onlyDeduction lost
ITR Filing (Salaried)31 July 2026Non-audit cases₹5,000 late fee
ITR-3 / ITR-4 (Freelancers)31 August 2026Presumptive scheme₹5,000 late fee
Based on Indian income benchmarks for salaried MBA graduates and early-career professionals. Benchmarks from SEBI investor data and industry compensation studies.

Your Profile

Financial Age Score

Benchmark Comparison

Where you should be vs where you are

Add Net Worth Snapshot

Growth Summary

Net Worth History

MonthAssetsLiabilitiesNet WorthChangeNotes