Financial Health Check Up

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Your overall financial health is comprised of many elements, from learning how to live within a budget, to building good credit history, controlling debt & excessive spending, developing short & long-term financial goals, and learning to invest. It's a lot to put your arms around. However, you may be surprised to find that you're already in pretty good shape, based on how involved you are in your financial activities

Take this questionnaire to get an idea of where you stand with your own financial health and pinpoint areas where you may need more work.

What is your current Age?

What is your source of income?

How many members of your family are financial dependent upon you?

How many life insurance policies such as Endowments, Money Back, Term, ULIP, Pension Plan etc. do you have?

Do you have a Medical Insurance Cover?

In case of a job loss how many months of your regular expenses you can bear without having any fresh income?

What percentage (%) of your monthly income goes towards payment of monthly EMIs? (EMIs for Home Loan, Car Loan, Personal Loan, Credit Card Loan etc.)?

What percentage of your monthly income are you able to SAVE or INVEST?

Are you happy with the performance of your investments?

Have you aligned your current investments for your financial goals such as house purchase, child education, child marriage, retirement etc.?