🎉 Welcome! You're about to discover where your wealth is silently bleeding away. This process takes 10-15 minutes and could save you ₹50,000+ annually.
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Upload Documents
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AI Analysis
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Review & Correct
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Final Report
1
Upload Your Financial Documents
Upload last 3 months of the following documents (PDF/Excel/CSV format):
💰 Salary Account Statements
🏦 Personal Savings Statements
📱 UPI Statements (PayTM/GPay)
💳 Credit Card Statements
⚠️ Privacy Note: Your data is processed securely and deleted after report generation. We never store your financial information.
2
Answer Quick Questions
Our AI will ask 5-7 quick questions about your financial goals and lifestyle preferences. This helps categorize your expenses accurately.
💡 Pro Tip: Be honest about your spending priorities. The AI needs to know if Netflix is a "leak" or a "lifestyle choice" for you.
3
AI Generates Initial Report
Within 5-10 minutes, you'll receive your preliminary Phoenix Money Leaks Report with:
Subscription leak detection
EMI trap analysis
Tax optimization opportunities
Your Phoenix Score (0-100)
Initial action recommendations
4
Review & Correct Classifications
Review the AI's findings and correct any misclassifications:
Wrong: "SIP detected as subscription leak"
Correct: "This is my investment, not a leak"
Wrong: "Netflix flagged as unnecessary"
Correct: "Netflix is my lifestyle choice, keep it"
This typically requires 1-3 iterations to get 90%+ accuracy.
5
Receive Final Report
Get your personalized Phoenix Money Leaks Report with:
Exact monthly savings opportunities
90-day action plan
Phoenix Score improvement roadmap
Future financial projections
📊 This report provides 70% of the solution. For a complete wealth-building strategy, book your consultation below.
🚀 Ready for the Complete Solution?
Your Money Leaks Report is just the beginning. Get a personalized wealth-building strategy with CA Sonia Sharma.