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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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