A Financial checkup is equal to a medical checkup, Which helps you in identify opportunities and threats of your financial and administrative status. Once the form is filled our financial doctor will completely diagnose your financial issues and come out with solution”

1. Do you understand various asset classes (equity, debt, real estate, gold, etc) and the risks associated with each.
YesNo

2. Do you invest in Systematic Investment Plans
YesNo

3. Do you monitor your investments to see that they are in line with your asset allocation
YesNo

4. Do you understand that inflation is going to increase your future expenses to maintain today's standard of living.
YesNo

5. Have you calculated how much money you need to save to meet your future requirements like post retirement needs, children's higher education, etc.
YesNo

6. Have you defined your long term and short term financial goals.
YesNo

7. Have you prepared a budget for your household expenses. If Yes, do you follow the budget
YesNo

8. If you were to lose your job, you have enough money to take care of your daily expenses and loan liabilities for at least 6 months.
YesNo

9. Do you have adequate life insurance to protect your dependents?
YesNo

10. Do you have enough medical insurance for yourself and your family members.
YesNo

11. I own only 1 or 2 credit cards.
YesNo

12. I have not defaulted on my credit card or loan payments.
YesNo

13. I spend less than 40% of my income into paying my loan and credit cards.
YesNo

14. What % of your monthly income (such as salary) do you always save/invest each month?
< 20%20%-50%

15. Do you take the services of an expert financial planner/SEBI Registered Investment Advisor like Wealth Ladder to plan your finances and investments.
YesNo

16. I review my financial plan and investments at least once in a year.
YesNo

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