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Financial health checkup - plan your family's finances

FinancialHealth Checkup

Take a closer look at your financial well-being. Understand where you stand on protection, savings and goals, and get personalised guidance on your next steps.

Your Financial Health Snapshot

Share a few details so we can understand your goals, current financial position and existing protection. This will help us have a more meaningful discussion and guide you with suitable options.

    Existing Insurance

    Financial Goals (You can select multiple options)

    Self Check

    My Financial Health

    Answer these 10 simple statements honestly. Your score shows how well your family is protected and where you may need guidance.

    My Financial Health

    Please tick
    Statement 1 1.

    I have life insurance coverage of at least 10 times my annual income.

    Statement 2 2.

    I know how long I can manage with my monthly expenses if I suffer from a prolonged illness or disability.

    Statement 3 3.

    My current health insurance coverage provides for major illness protection of at least twice my annual income.

    Statement 4 4.

    I have a good hospitalization and surgical coverage that helps pay for such events without any out-of-pocket expenses.

    Statement 5 5.

    I have sufficiently planned for my child’s higher education and future.

    Statement 6 6.

    I have planned for creating a retirement fund that is at least 10 times my gross annual income.

    Statement 7 7.

    My home loan and other liabilities will be completely paid in the event of my death or permanent disability.

    Statement 8 8.

    If I were to lose my job now, I have enough savings to provide for at least 6 months of monthly expenses.

    Statement 9 9.

    If I were to sell my house now, I would have more than enough money to pay off the outstanding mortgage.

    Statement 10 10.

    I have a trusted financial professional who looks after my financial well-being.

    0 of 10 answered
    Beware of spurious calls IRDAI is not involved in activities like selling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to lodge a police complaint.

    Your score, as per your response, is –

    Answer all 10 statements to see your result. (Your score = number of “No” answers.)

    Your result
    No

    “Fantastic!”

    You are managing financial concerns well. You might be interested in building up other savings or investments. Please make an appointment with your LifePlanner advisor today.

    Your result
    1 to 4

    “Monitor!”

    Most of your financial concerns are under control. It is good to review your financial planning position and check if the same can be enhanced. Please make an appointment with your LifePlanner advisor today.

    Your result
    5 or more

    “Alert!”

    You should be on RED alert! What if the worst were to happen – will your loved ones be able to manage financially? You would ask – what should I do next? Make an appointment with your LifePlanner advisor today.

    This self-check is for general awareness only and is not financial advice. Talk to Gurdayal Verma for guidance based on your situation.

    Why a FinancialHealth Checkup?

    A simple discussion today can help you make better decisions for tomorrow.

    • Understand
      Your Current Position

    • Identify
      Protection Gaps

    • Plan for
      Future Goals

    • Make Confident
      Financial Decisions

    How It Works

    A Simple and Personalised Process

    We follow a clear and easy process to help you understand your financial health and discuss suitable options.

    1. 01

      Share
      Your Details

      Fill in the short form with your basic information and goals.

    2. 02

      Understand
      Your Goals

      We review your information to understand your needs and priorities.

    3. 03

      Review Your
      Financial Position

      We discuss your existing protection and key financial commitments.

    4. 04

      Discuss Suitable
      Options

      We guide you with relevant information and next steps based on your goals.

    Taking a step towards a more secure tomorrow
    Why It’s Important

    Take a Step Towards aMore Secure Tomorrow

    A financial health checkup helps you understand your current situation, identify gaps and prioritise your goals. It gives you clarity and confidence to make informed decisions for you and your family.

    • Better understanding of your financial needs
    • Helps you plan for important life goals
    • Support for long-term financial security
    • Personalised guidance based on your situation
    Frequently Asked Questions

    Your Questions, Answered

    It is a discussion to help you understand your current financial situation, goals and existing protection so that you can make more informed decisions for your future.

    No. You can request a discussion whether or not you already have insurance. We will simply understand your situation and goals, and guide you from there.

    Our team will review the details you share and contact you at your preferred time to discuss your goals and the next steps.

    No. This is not a purchase or a policy checkout. It is a simple discussion to help you understand your situation and the options available, with no obligation to buy anything.

    Let’s Plan Your Future Together

    Your Dreams, Our Guidance

    Take the first step towards a more secure tomorrow. Get in touch for a personalised discussion about your financial goals.

    Book a Consultation
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