Product notes
Why You Need an Emergency Fund, and How Big It Should Be
About 75 percent of Indian households have no emergency reserve. Here is how much yours should actually hold,…
Insights
Category: Product notes
Notes on advisor practice-building, financial planning, and what we're learning building software for India's advisory market.
Product notes
Retirement Planning in India: How Much Corpus Do You Actually Need
A starting formula, why EPF alone usually covers only 20 to 30 percent of what you need, and…
Product notes
Asset Allocation by Age: The 100-Minus-Age Rule and Its Limits
The 100-minus-age rule is a reasonable starting point for equity allocation, but a goal three years away needs…
Product notes
The DPDP Act, Explained: What It Means for Your Financial Data
India DPDP Rules were notified in November 2025, full enforcement lands May 2027. Here is the real timeline…
Product notes
Goal-Based Financial Planning: What It Means and How to Start
Goal-based planning ties every rupee you invest to something specific, so a decision like equity vs. paying down…
Product notes
Why we track a household, not an account
Fleek organizes an advisor workspace around the family, not a folio number, so a goal, a meeting note,…
Product notes
How consent works on Fleek, purpose by purpose
India DPDP Act treats consent as specific and reversible. Here is exactly what that looks like in the…
Product notes
What goal-based actually means on Fleek
Every goal on Fleek carries a real funded %, a status, and a monthly gap — recalculated automatically,…