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Financial Health Check

Assess planning gaps, score your readiness, and get recommended actions in 8 steps.

Financial Health Check

Answer a few quick questions to get your personalised financial health score and a clear plan of action.

Personal Profile Step 1 of 8

About you

Personal Profile

Age

Marital Status

Number of Dependents

Occupation

City

Cash flow

Income & Savings

Monthly Income

Under ₹50,000 ₹50,000 – ₹1 Lakh ₹1 Lakh – ₹3 Lakh ₹3 Lakh+

Monthly Savings
( % of income saved )

Below 10% 10–20% 20–40% 40%+

Safety net

Emergency Planning

How many months of expenses do you have in emergency savings?

None Less than 3 months 3–6 months More than 6 months

Protection

Insurance Protection

Do you have Life Insurance?

Yes No

Is your life cover at least 10× annual income?

Yes No Not Sure

Do you have Health Insurance?

Yes No

Growth

Investments

Current Investment Portfolio
( select all that apply )

Mutual Funds Stocks FD Gold Real Estate NPS None

What percentage of income is invested?

Below 10% 10–20% 20–40% Above 40%

Direction

Goals

Primary Financial Goal

Retirement Child Education Home Purchase Wealth Creation Tax Saving

Do you have a written financial plan?

Yes No

Long term

Retirement

Have you calculated your retirement corpus?

Yes No

Are you investing specifically for retirement?

Yes No

Last step

Where should we send your report?

Name

Mobile

Email

Please fill in your name, mobile and email to view your score.

Please answer the question to continue.

0/100

Health Score

—

✓ Strengths

⚠ Areas to Improve

Turn this into a plan

Book a free consultation and we'll help you close every gap above, step by step.

Your details are kept private

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Disclaimer & Regulatory Disclosures

Alpha Funda is a registered Authorised Person (AP) affiliated with Anand Rathi Share & Stock Brokers Ltd. (Principal Broker — SEBI Registration No. INZ000170832). All core stockbroking transactions — eKYC documentation, demat account opening, and order execution — are handled securely through the official platforms of Anand Rathi Share & Stock Brokers Ltd. Research-based portfolios, stock recommendations, and market views shared with clients are curated by Anand Rathi’s institutional research desk.
For mutual fund distribution, Alpha Funda operates as a partner with Asset Plus, under AMFI Registration Number (ARN) 309054. Alpha Funda does not operate as a SEBI Registered Investment Advisor (RIA); all recommendations are made in our capacity as a distributor, guided by each client’s Financial Health Check and Risk Profiling assessment.

Registration credentials:

BSE AP Registration Number: AP01094901177022
NSE AP Registration Code (Capital Market): CM-AP0182114711
NSE AP Registration Code (Futures & Options): FO-AP0182114711
Mutual Fund Distribution Partner: Asset Plus — ARN: 309054
Stockbroking transactions, eKYC, and demat servicing conducted via Anand Rathi Share & Stock Brokers Ltd.

Investment Warning: Investments in the securities market are subject to market risks. Please read all scheme-related and account-opening documents carefully before investing. Registration granted by SEBI and certification from NISM or the exchanges does not, in any way, guarantee the performance of the intermediary or assure investors of any returns. The website’s UI, dashboard graphics, calculators, and any illustrative figures or mock returns displayed across the site are for educational and illustrative purposes only and do not represent actual or guaranteed performance.