Financial Health Check
Resources
Get a structured overview of your finances across income, expenses, savings, investments, insurance, and liabilities. The Financial Health Check helps you review your current position and highlights areas that may need attention, so you can plan your next steps with more clarity.
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Instead of focusing on a single aspect like savings or investments, the Financial Health Check brings multiple elements of your finances together in one place, helping you understand how they interact.
The analysis is based on the information you provide and standard financial benchmarks. It is designed to give you a clearer picture of your current financial position.
Along with your score, you receive general suggestions that can help you address gaps and improve different areas of your financial profile over time.
We ask for your age, dependents, city of residence, contact details, and employment type.
We ask for your take-home income, monthly expenses including lifestyle spends, and if you have any outstanding loans. These inputs help us curate your Debt-to-Income (DTI) ratio.
We ask if you have any health or life insurance coverage or not, along with details like total sum insured and annual premiums.
Here we ask you about your total savings and if you have any ongoing investments in various types such as mutual funds, gold, property, etc to curate your Net Worth.
Here we ask you 5 questions to understand your risk appetite while investing to ensure your portfolio aligns with your financial comfort.
We analyse your inputs and hand you back a detailed report along with Financial Health Score and key observations.
