Do you have a monthly Budget?
Do You Save 10-30% of Your Take-Home Salary?
Do You Have An Emergency Fund To Support You For 6 months?
Is your Emergency Fund Liquid?
Have you planned Insurance & Investment separately?
Are You Investing In Mutual Funds For Financial Freedom?
Are you Investing enough for your Child's Future?
Is Your Portfolio Balanced?
Are your Investments tax efficient?
Do you have a strategic planning for your Retirement Corpus?
- 0-2 EMERGENCY, START SOON
- 3-5 ALARMING NEED TO PLAN MORE
- 6-8 HEALTHY, BUT SOME MORE EFFORT IS NEEDED
- 9-10 YOU LOOK HEALTHY
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Office No. 33, First Floor, Near 2nd Circle,Shastrinagar (Ajmera), Nana Mava Main Road, Rajkot, 360 005