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Financial Health Check
Financial
Health Check

Tell us about yourself

Everybody's different. Tell us about yourself so we can create an action plan that's right for you.

Tell us about your Money

Being in control of your money feels good. Tell us how you manage your money.

Your Final Result

By taking the time to answer these questions, you have already taken the first step towards making the most of your money. We have created an action plan for you based on what you told us.

Present Age

(*Enter your age between 22-59 years)

Retirement Age

View Assumptions
Life expectancy

Occupation

Income

Two Lac Fifty Five
View Assumptions
Your basic salary as % of gross salary
Your annual basic salary (Rs.) is
Two Lac Fifty Five
Total PF contribution made by you as well as your employer as % of Basic salary
Average tax rate over the lifetime

Expenses

Two Lac Fifty Five
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Housing
Two Lac Fifty Five
Food
Two Lac Fifty Five
Clothing
Two Lac Fifty Five
Medical
Two Lac Fifty Five
Transport & Communication
Two Lac Fifty Five
Insurance premium
Two Lac Fifty Five
Contribution towards
goal planning
(like marriage, child education barring retirement)
Two Lac Fifty Five
 
Lifestyle
Two Lac Fifty Five
Contribution towards goal planning
(like vacation, buying a car etc)
Two Lac Fifty Five
Others
Two Lac Fifty Five
 
(like donations, annual premium payment etc)
Two Lac Fifty Five
10,000

Savings

Two Lac Fifty Five
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Monthly saving for long term goals like retirement planning?
Two Lac Fifty Five
Other lumpsum annual Savings for long term goals
(like retirement planning)
Two Lac Fifty Five
10,000
 
Two Lac Fifty Five

Capital

Two Lac Fifty Five
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Long term investments made in stocks, mutual funds, FDs and bond
Asset allocation of long term investments to
Two Lac Fifty Five
Market Value of second home
Two Lac Fifty Five

Mortgage and Borrowings

(such as home, education, car, credit card loans etc)
What is the outstanding home loan amount?
Two Lac Fifty Five
What is the total EMI that you pay for
all your loans ?
(like home, education, car loans etc)
Two Lac Fifty Five
What is the outstanding credit card loan amount?
Two Lac Fifty Five

Insurance

How much is the life insurance cover provided?
Two Lac Fifty Five
 
What is age of the eldest member of the family?
How many are the dependent members in the family?
How much is the medical insurance cover provided?
Two Lac Fifty Five

Result