📞 +91 7815085924 · ✉️ hello@ssjena.com 🛡️ Claim help · 🌍 NRI Corner · Login · Join
SS Jena & AssociatesFinancial Planning · SS Jena Digital

Free Financial Health Check

Answer honestly. For each item choose Yes, No or Not applicable. If Yes, add how much you have and how much you think you need (rough figures are fine). Takes about 5 minutes.

About you
Protection
ItemDo you have it?Have now (₹)Need (₹)
Term / Life Insurance
Health Insurance (Self)
Family Floater / Family Protection
Health Top-Up Insurance
Critical Illness Insurance
Accidental Insurance
Parents' / Senior Citizen Health Insurance
Home Insurance
Shop / Business Insurance
Vehicle Insurance
Goal Planning
ItemDo you have it?Have now (₹)Need (₹)
Child Higher Education Fund
Child Marriage Fund
Retirement Planning
Tax-Free Mutual Fund (SIP)
Liability Safety
ItemDo you have it?Have now (₹)Need (₹)
Housing Loan
Loan Protection Insurance
Foundation
ItemDo you have it?Have now (₹)Need (₹)
Emergency Fund (3-6 months expenses)
Will / Nomination Updated No amount needed
Tax Planning (80C / 80D)

Not applicable items are left out of your score. If you have it but don't know the amounts, choose Yes and leave the amounts blank.

💬 WhatsApp