Just like a doctor's clinic — you walk in with symptoms, share honestly, run a few tests, and walk out with a clear diagnosis and a prescription. This is the same, for your finances. Ten questions. One honest report.
If something feels off in your body, you don't guess. You visit a doctor, share symptoms, run tests, and follow a prescription. Your finances deserve the same care.
Each question is a vital sign. Together, they reveal where your money is healthy, where it's stressed, and what to treat first.
Is your cover enough to replace your income for your family, for the years they need it?
One hospital visit can wipe out years of savings. Are you and your family protected?
Are your investments actually growing faster than inflation — or are you silently losing?
Do you have a dedicated, tracked plan for your child's higher education cost?
Will your retirement corpus actually last 20–30 years — or run out before you do?
What percentage of your income actually stays with you each month — after expenses and EMIs?
Do you have specific, written, dated goals for the next 10 years — or are you running blind?
Are your EMIs eating into your future — or are they under control and on a payoff plan?
If income stopped tomorrow, how many months could your household survive without stress?
Which one area — if fixed — would make the biggest difference to your money this year?
Opens a short Google Form — works on phone or laptop.
Honest answers only — no judgement, no selling.
A personalised report showing where you stand on each vital.
Choose one area to treat first — at your pace, your call.
This is a checkup, not a sales call. Here's what that means in practice.
Your answers go to Jyoti FinPath only. Never shared, never sold, never used to spam you.
The checkup is a diagnostic. Any next step is your decision — not a sales pitch in disguise.
Money is personal. Whatever your answers, you get a clear report — not a lecture.
Yes. The checkup is a diagnostic tool — no fee, no hidden cost, no obligation to buy anything afterwards.
No. The checkup is a report on where you stand. Any next step — including doing nothing — is entirely your call.
About 5 minutes for 10 questions. You can save and come back if you need to check a number.
You'll receive a personalised diagnostic report covering all 10 areas, with a clear recommendation on which one to fix first.
Your responses are confidential and used only to generate your report. They are not shared with any third party.
Five minutes. Ten honest questions. One clear picture of where you stand — and what to fix first.
Take the Financial Health Checkup →Drop your details — we'll email your personalised report and the link to the full checkup.