About you
Pick the closest answer. Nothing is stored unless you ask for the full report.
Answer all nine questions to see your score.
Your three fixes, in order
Start at the top. Each one protects the ones below it.
Area by area
Questions
What does the financial health check measure?
Nine areas: your emergency fund, health cover, life cover, debt, savings rate, goals, how your money is spread, how often you review it, and whether nominees and a will are in place. Each answer scores from weak to strong, and the total is shown out of 100.
What is a good score?
Above 80 means the basics are in place. Between 55 and 80 means there are a few gaps worth closing. Below 55, fix the basics, such as an emergency fund and insurance, before investing more.
Why are the fixes in a set order?
Because each one protects the next. An emergency fund stops a bad month from forcing you to sell investments. Insurance stops one event from undoing years of saving. Debt, savings and investment choices come after those.
Is this financial advice?
No. It is a general check based on common planning rules. Advice takes your full situation into account, which is what a conversation with an advisor is for.
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Find your numberThis page is for education. It shows an illustration built from the numbers and assumptions you enter. It is not investment, tax or legal advice, and it does not take your full circumstances into account. Rates of return are assumptions, not promises. Tax rules change, so check the current rules or speak to an advisor before you act.
Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.