Wealth Insights helps you get an expert’s opinion about your financial health, and suggestions to improve.

1. MONTHLY TRANSACTIONS

Your Monthly Income (in hand)

Your Monthly Expenses (average)

2. LOANS

Do you have loans?
YesNo

Total outstanding loans
—Please choose an option—OneTwoThreeMore than three

Monthly EMI

3. INVESTMENTS
Have you made any in any of these?
EquityDebtMonthly InvestmentsOther AssetsI haven't made any investments

4. TAX PLANNING
Are you using the tax-saving benefit of the following?
80C80DNone

5. PENDING GOALS
Are you using the tax-saving benefit of the following?
RetirementHomeChild's EducationCarOther Goals

6. RETIREMENT PLANNING

Retirement Age

Expected Age to Live

7. INSURANCE COVER
Life InsuranceHealth InsuranceNo Insurance

8. YOUR DETAILS
First Name

Last Name

Your Email