Master your money, simplify your life.
Get a comprehensive assessment of your financial wellness with personalized recommendations and actionable insights.
Our comprehensive assessment will evaluate your financial health across multiple dimensions including savings, investments, debt management, and financial planning.
Assess your savings rate and emergency preparedness
Evaluate your investment strategy and portfolio
Analyze your debt-to-income ratio and repayment
Your age helps us provide age-appropriate financial recommendations.
Include all sources of income (salary, business, investments, etc.)
Emergency fund should cover 3-6 months of essential expenses
Include home loan, car loan, credit cards, personal loans
Include all investments: mutual funds, stocks, PPF, FD, etc.
Comprehensive analysis of your financial wellness
You're on the right track with your finances. There are some areas for improvement that can help you achieve excellent financial health.
High Priority
Address immediately
Medium Priority
Plan to address soon
Low Priority
Nice to have improvements