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Financial Health Check

1. How many are Financially dependent on you?

2. Is your life insurance cover atleast 10 times your annual income?

3. Do you have Health Insurance cover?

4. How many months of your monthly expenses you have saved as emergency corpus?

5. Do you have any personal loans or high-interest loans?

6. What % of your monthly net take home goes towards repayment of loans

7. Have you determined the corpus requirement for your key financial goals?

8. What % of your net take home is being invested?

9. Have you evaluated your returns on overall asset allocation?

10. Have you registered your WILL?

Areas Of Concern

Areas To Improve

Areas Displaying Good Financial Health

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