Detailed Financial Health Check

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Detailed Financial Health Check - Nummus Prosperity LLP
Detailed Financial Health Check - Step 2

Your Complete Financial Report Card

Answer 22 questions across 8 sections. Takes about 5 minutes. We will generate a personalised financial health report for you.

Section 1 of 9 - Personal Details Step 1 / 9
👤 Personal Details

Tell us about yourself

All information is confidential and used only to prepare your financial health report.

Enter your legal name as it appears on your PAN card
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💰 Section 1 - Income and Expenses

Your Monthly Cash Flow

Understanding your income vs outflow is the foundation of financial health.

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Rent, food, utilities, transport, school fees etc.
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Dining, entertainment, shopping, vacations
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🏦 Section 2 - Assets and Liabilities

Your Net Worth Picture

List your key assets and liabilities to understand your true financial position.

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Current market value of property owned
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Home loan, car loan, personal loan balance
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🛡️ Section 3 - Emergency Fund

Your Financial Safety Net

An emergency fund protects you from financial shocks. Ideal is 6 months of expenses.

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🔒 Section 4 - Insurance Coverage

Are You and Your Family Protected?

Insurance is the first line of financial defence. Most Indians are severely underinsured.

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Total sum assured across all life policies
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📈 Section 5 - Investment Portfolio

Where is Your Money Working?

Understanding your investment mix helps identify gaps and opportunities.

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🌅 Section 6 - Retirement Readiness

Planning for Your Future

Retirement planning needs to start early. Let us assess where you stand.

45Age 6070
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Total of EPF, PPF, NPS, and any dedicated retirement fund
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In today's value
📋 Section 7 - Tax Planning

Are You Saving the Maximum Tax?

Most salaried individuals leave significant tax savings on the table every year.

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Max limit is Rs. 1,50,000 per year
⚖️ Section 8 - Debt Management

Managing Your Loans and Liabilities

Good debt builds wealth. Bad debt drains it. Let us see where you stand.

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Your Financial Health Score

Based on your answers across 8 financial parameters

A service by Nummus Prosperity LLP - Alok Shukla, Mumbai - AMFI Registered

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