Just like we have a health scan to identify health risks by going to a Specialist doctor who recommends a line of action (remedies and recommendations) to fix the problem , similarly Financial Planning Experts identify gaps in the financial health that could pose risks in the present and future (risk of missing financial goals) and help fix the gaps through series of recommendations of appropriate medicines in the form of financial instruments and right allocations, without any prejudice to product brands and product earnings. In short, Financial health scan helps a person discover gaps in their financial readiness to meet important life goals. Having identified these goals, the person is made to follow a specific customised action plan that involves periodic allocation of money into such financial instruments in the right allocation. The client is then able to accumulate the corpus needed to address the identified goals as and when they arrive; be it asset purchase, education corpus building, marriage goals, retirement income planning or estate planning. 

We establish contact with you on the appointed day and time for your free financial health scan. During the call, we record answers to a series of questions in the financial health scan assessment questionnaire. This data is analysed to arrive at the free ‘Financial scan assessment report’, which is emailed to our clients within 48 hours of the call.