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

Home
Mutual Fund
Insurance
Loan
Blog
Contact Us
Investor Corner
Portfolio Login

Health Checkup

1. Have you prepared a budget for household expenses?

Yes
No

Next

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

Next

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)

Yes
No

Next

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

Yes
No

Next

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

Yes
No

Next

6. Have you identified your financial goals and started working towards achieving them?
(Child education, marriage, retirement, house purchase are all examples of financial goals. Have you identified how much money you would require for each of these goals to be met and how much time is left to achieve them)

Yes
No

Next

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

Yes
No

Next

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

Yes
No

Next

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)

Yes
No

Next

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

Yes
No

Please Fill Your Detail Carefully...

Refresh

Submit

Registered Distributor :
ARN-113074

Services

Mutual Fund
Portfolio Management Services
Life Insurance
Health Insurance
Taxation
Loan Advisory

Quick Link

Home
About Us
Contact Us
Privacy Policy

Get In Touch

804, 8th floor, Indraprakash Building 21, Barakhamba Road, New Delhi - 110001
midas@midaswealth.co.in
+91 9810070252

AMFI Registered Mutual Fund Distributor | ARN : 113074 | Date of Registration: -- | Current Validity: -- TO --

Commission Disclosures | Risk Factors | Terms & Conditions | SID/SAI/KIM | Code of Conduct | Investor Grievance Redressal | Important links | SEBI Circulars

Midas Finserve is an AMFI Registered Mutual Fund Distributor.

Disclaimer: Mutual Fund & Equity 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.

Midas Finserve makes no warranties or representations, express or implied, on products offered through the platform of Midas Finserve. 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.

AMFI Registered

ARN - 113074

Check Your KYC
NSE
BSE
AMFI
RBI
IRDA
FPSBI

© Midas Finserve 2025. All rights reserved.

Midas Finserve Pvt Ltd Typically replies within an hour

×

Midas Finserve Pvt Ltd

Permission required for WhatsApp chat & call

Download the App Now

Facebook
Twitter (X)
Instagram
YouTube
LinkedIn
GooglePlay
AppStore