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Tool

Financial Health Checkup

A 10-question self-assessment. Educational only — no advice. You will get a score, a band, and a short note on where to focus.

0 / 10 answered0% so far
1. Do you have an emergency fund?
2. Do you have term life insurance (if you have dependants)?
3. Do you have health insurance beyond employer cover?
4. How much of your monthly income do you invest or save?
5. What is your total monthly EMI as a share of net income?
6. Have you written down your major financial goals?
7. Do you have automated monthly investments running?
8. Do you use your 80C and 80CCD(1B) limits each year?
9. How often do you review your investments?
10. Do you have a plan for retirement?