Financial Health Checkup

As the name suggests, Financial health checkup is an assessment of one’s personal financial condition. It is based on various parameters like; Income, Expenses, Savings, Goals, Assets, Liabilities etc.

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With the help of this financial health check up you can easily understand your actual financial health. If you are able to maintain proper financial health then you get financial freedom with an ease.

Why financial check up is important?

Like a physical health check-up, a financial checkup can help identify problems — such as a high debt load — and evaluate progress toward goals. It can also identify future action steps and provide motivation to form new habits and improve your financial health.

Process of Financial Health check up:-

  • Enter your Name & mobile no, you will get an otp, after that you will be logged in to a set of 10 simple but necessary questionnaire.
  • You need to enter correct answers of questions to get the accurate results.
  • After it you will get your report card which can help you ascertaining the actual financial position which will be rated from 1 to 10, the more you score the more you are financially healthy.
  • After completing the Financial Health check up you can consult our expert through video conferencing or on your mobile to make your financial health better to achieve your long term goals.
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