Service
Financial Health Check
A 360° diagnostic of your money life.
Overview
Our signature entry engagement — a structured review of your income, expenses, protection, investments, taxes and goals. You leave with a written score, a gap analysis, and a prioritised action list.
What you get
- Comprehensive scoring across 8 dimensions
- Written report with prioritised recommendations
- Independent, product-agnostic perspective
- Foundation for your Financial Wellness Framework
Frequently asked
How long does the Health Check take?+
Two focused sessions of about 60 minutes each, plus a written report delivered within a week.
Do I need to buy any product afterwards?+
No. The Health Check is an advisory engagement — recommendations are yours to act on when and how you choose.
Knowledge Centre
Read the thinking behind financial health check
- Getting StartedHow to choose a financial advisor in IndiaThe three questions that expose whether you are getting advice or a commission-led product sale.
- Getting StartedBuilding an emergency fund that actually holdsHow many months to keep, where to park it, and why a credit card is not a contingency plan.
- Getting StartedReading your own cash flow honestlyA simple monthly statement that shows your true savings rate rather than the one you assume.
Explore financial health check for your situation.
A 30-minute conversation is the best way to know if this is the right fit for you.
More services