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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

With the experience spanning of over 15 years+ into Wealth & Risk Management… managing Portfolios of almost 450+ accounts (worth more than INR 300 Crore), we @ SFPL understand that “it’s not important to have the BEST financial products that make your Portfolio RIGHT”. But it’s very very critical “to have the RIGHT financial products & combination that make your Portfolio the BEST”. Most tend to misfire with their investments & insurance because they are on the look out for the BEST, little knowing that it might not be the RIGHT fit for them.

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...

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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...

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)