Investosure Financial Health Checkup

Overview of your financial health & net worth - with ways to improve.

  • You will find out

  • Is your net worth right for your age and income?
  • Are you saving enough?
  • Do you need to invest more?
  • Do you have adequate insurance?

  • You get

  • Instant financial health score
  • Detailed report with actionable insights

Step 1: Personal Information



Step 2: Income Details

A few questions about your sources of income

Include salary/CTC or main business income. Do not include rent and other sources of income.




Step 3: Expenses

A few questions about your different household expenses





Step 4: Investments

Some information about your current investments







Step 5: Insurance

A few questions about your life and health insurance


Contact Information