Skip to main
Menu Open Menu Close
Close Menu

Financial Health Check

  1. 1. How many are Financially dependent on you? *

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

  3. 3. Do you have Health Insurance cover? *

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

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

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

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

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

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

  10. 10. Have you registered your WILL? *

Areas Of Concern

Areas To Improve

Areas Displaying Good Financial Health

talk to usTalk to us testing Investor Grievance