• Financial Health
  • Income Information
  • Expense Information
  • income Information
  • Expense Informations
  • Asset you own

Financial Health Checkup

Check how it works:

Answer a few questions

This will take 5-7 minutes, and help us understand your financial status. Remember, more details will get you a more accurate report!

Get health report

See a holistic view of your financial health, from investments to insurance and more.

Stay on top

Our recommendations will help you improve your score and maintain your financial health over time.

STEP 1 OF 7
PERSONAL INFORMATION

Financial Health Checkup

What is your name?

Whats your age?

STEP 2 OF 7
INCOME DETAILS

A few questions about your sources of income

Whats your Primary income ?

Include salary/CTC or main business income.

Whats your Rental income ?

(optional)

Do you have any other income sources ? (optional)

Include dividends, interest payout etc.

STEP 3 OF 7
EXPENSE INFORMATIONS

Primary Expenses including Rental expenses?

Do not include other EMIs, insurance premiums, SIPs

Other annual and one time expenses (optional)

Include school/college fees, vacations, maintence, insurance premiums etc

STEP 4 OF 7
ASSET YOU OWN

A few questions about your different household expenses

Do you own property ?

It can be land, apartment etc.

STEP 5 OF 7
Insurance Informations

A few questions about your different household expenses

Number of dependants?

No. of people who are depended on your salary

STEP 6 OF 7
Investments Informations

What is the Current Value of your Investment

Deposits ( FD, RD and Bonds )

Equity Mutual Funds and Stocks

Liquid and Debt Mutual Funds

PPF/NPS/NSC

LIC & ULIP

Gold

STEP 7 OF 7
Tax Saving Investment Informations

How are you saving Tax ? (multi select )

Deposits ( FD, RD and Bonds )

How secured you are ?


Your financial health score is


33/100


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