Financial Health Check up... || Powred By RED Vision Technologies

2. Do you have adequate cash in hand or at bank to maintain your lifestyle in case of job/income loss?
(Adequate cash is more than 6 months regular expenses)

Yes
No

Yes
No

Yes
No

Shri Financial Services is an AMFI Registered Mutual Fund Distributor.

Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Shri Financial Services makes no warranties or representations, express or implied, on products offered through the platform of Shri Financial Services. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.

Financial Fitness

1. Have you prepared a budget for household expenses?

2. Do you have adequate cash in hand or at bank to maintain your lifestyle in case of job/income loss?
(Adequate cash is more than 6 months regular expenses)

3. Do you have life cover of alteast 8 times your annual income to take care of your family needs ?
(Life insurance can be taken in the form of term insurance, ULIP, Endowment or money back policies)

4. Have you taken Health Insurance for your entire family?

5. Do you save more than 25% of your monthly income(take home salary) each month?

7. Are your investments diversified across atleast 3 asset classes
(Various asset classes include Equity, Fixed income, Real estate, Gold, other commodities)

8. Do you review and track the performance of your investment periodically?
(Periodic review means checking fund performance, realigment to macro economic changes etc.)

9. Do you know how much money you will need after retirement to maintain a desired lifestyle?
(The calculation should involve the effect of inflation on all expenses for you and your dependents)

10. Do you have a detailed written will?
(A will ensures that the distribution of your wealth happens as you want it to happen)

Please Fill Your Detail Carefully...

Useful Links

Services

We Are Here!

Shri Financial Services is an AMFI Registered Mutual Fund Distributor.

AMFI Registered

ARN - 69132

Financial Fitness

1. Have you prepared a budget for household expenses?

2. Do you have adequate cash in hand or at bank to maintain your lifestyle in case of job/income loss?(Adequate cash is more than 6 months regular expenses)

3. Do you have life cover of alteast 8 times your annual income to take care of your family needs ?(Life insurance can be taken in the form of term insurance, ULIP, Endowment or money back policies)

4. Have you taken Health Insurance for your entire family?

5. Do you save more than 25% of your monthly income(take home salary) each month?

7. Are your investments diversified across atleast 3 asset classes(Various asset classes include Equity, Fixed income, Real estate, Gold, other commodities)

8. Do you review and track the performance of your investment periodically?(Periodic review means checking fund performance, realigment to macro economic changes etc.)

9. Do you know how much money you will need after retirement to maintain a desired lifestyle?(The calculation should involve the effect of inflation on all expenses for you and your dependents)

10. Do you have a detailed written will?(A will ensures that the distribution of your wealth happens as you want it to happen)

Please Fill Your Detail Carefully...

Useful Links

Services

We Are Here!

Shri Financial Services is an AMFI Registered Mutual Fund Distributor.

AMFI Registered

ARN - 69132

2. Do you have adequate cash in hand or at bank to maintain your lifestyle in case of job/income loss?
(Adequate cash is more than 6 months regular expenses)

3. Do you have life cover of alteast 8 times your annual income to take care of your family needs ?
(Life insurance can be taken in the form of term insurance, ULIP, Endowment or money back policies)

7. Are your investments diversified across atleast 3 asset classes
(Various asset classes include Equity, Fixed income, Real estate, Gold, other commodities)

8. Do you review and track the performance of your investment periodically?
(Periodic review means checking fund performance, realigment to macro economic changes etc.)

9. Do you know how much money you will need after retirement to maintain a desired lifestyle?
(The calculation should involve the effect of inflation on all expenses for you and your dependents)

10. Do you have a detailed written will?
(A will ensures that the distribution of your wealth happens as you want it to happen)