Financial Fitness Score Cards
Financial Health Check
Your results provide a directional view of your financial health and are intended as a starting point for a conversation with your advisor.
Whether you have anyone financially dependent on you.
Your existing Term or Life Cover relative to your annual income.
Your current health insurance coverage.
Your ability to handle sudden unexpected expenses.
Whether you have personal or high-interest loans.
Your total EMI compared with your monthly take-home pay.
Whether you have determined the corpus requirement for your key financial goals.
The percentage of your net take-home income being invested.
Whether you have evaluated the returns on your overall asset allocation.
Whether you have registered your WILL.