Free Assessment
Financial Health Check

Know Your Financial Wellness
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Answer 25 carefully crafted questions across 6 critical financial pillars and receive your personalised readiness report instantly.

25 Questions
6 Financial Pillars
5 min To Complete
Free No Obligations
Your Progress 0 of 25 answered
1
Health & Life Insurance
Understanding your insurance coverage and risk protection
5 questions
1
Do you have a health insurance policy? *
2
What is your total health insurance sum assured (family floater)? *
3
Do you have a term life insurance policy? *
4
Does your life cover equal at least 10× your annual income? *
5
Do you review your insurance policies at least once a year? *
2
Emergency Fund & Savings
How well prepared are you for financial emergencies?
4 questions
6
Do you have a dedicated emergency fund? *
7
How many months of expenses does your emergency fund cover? *
8
What percentage of your monthly income do you save? *
9
Where do you keep your emergency fund? *
3
Investments & Wealth Building
Your investment habits and portfolio diversification
5 questions
10
Do you currently invest in mutual funds (SIP or lump sum)? *
11
How diversified is your investment portfolio? *
12
What is your primary investment objective? *
13
How long have you been investing consistently? *
14
Do you review and rebalance your portfolio periodically? *
4
Retirement Planning
Are you planning for a financially secure retirement?
4 questions
15
Have you started planning for your retirement? *
16
Which retirement instruments are you investing in? *
17
At what age do you plan to retire? *
18
Have you calculated the corpus you need at retirement? *
5
Debt & Liabilities
Managing loans, credit and financial obligations
4 questions
19
What is your total EMI as a % of monthly income? *
20
Do you have any outstanding credit card debt? *
21
Do you have a repayment strategy for your loans? *
22
Have you taken any personal loan for lifestyle expenses? *
6
Financial Goals & Planning
Your awareness and planning for short and long-term goals
3 questions
23
Have you set specific financial goals with timelines? *
24
Do you have a written monthly budget? *
25
Do you track your daily/monthly expenses? *

This assessment is for informational purposes only and does not constitute financial advice. Results are indicative of your current financial habits and awareness. Please consult a qualified financial advisor before making any investment decisions. © 2026 ArthaYog Capital