TenX Investment

Free · takes 2 minutes

Money health check-up

Ten quick questions about your family's finances. You get a score out of 100 and a to-do list, starting with what protects you most. Nothing you enter leaves your phone or computer.

1. If your income stopped, how long could your savings cover your expenses?Only money you can withdraw within a few days: savings account, sweep FD, liquid fund.
2. Does your family have health insurance of its own?Not counting cover from an employer, which ends with the job.
3. If someone depends on your income, do you have term life insurance?
4. How much of your monthly income goes to loan EMIs?
5. How much of your income do you invest every month?
6. Have you written down your goals with an amount and a date?
7. Are you investing for retirement, apart from PF?
8. Have you added nominees to your bank accounts, mutual funds, demat account and insurance?
9. Where is most of your money today?
10. Does your family know where your money is, and do you have a will?