Financial Diagnosis

Financial Diagnosis provides 360-degree analysis of your current financial situation. It will help you find whether you will be able to achieve your life goals if you continue with the current financial situation. It will tell you if you are in control of your expenses or whether loan repayments trouble you or your insurance premium payments are on the higher side.


Financial Diagnosis will show you how your income, expenses, loans and assets will change over the years in the future. It will help you identify if there will be cashflow shortages in any of the future years.It will help you to understand how much your net worth will grow to in any of the future year.


Financial Diagnosis will help you understand your risk tolerance level. It will let you know where your investments stand in the risk return locus. It will also indicate the average returns and the risk associated in your current portfolio.


What all will you get in Financial Diagnosis?

  • Income Analysis
  • Expense Analysis
  • Loan Repayment Analysis
  • Insurance Premium Analysis
  • Savings Analysis
  • Income Projections
  • Expense Projections
  • Loan Repayment Projections

  • Insurance Premium Projections
  • Savings Projections
  • Cash flow Projections
  • Asset Analysis
  • Investment Analysis
  • Asset Projections
  • Liability Analysis
  • Liability Projections

  • Net worth Projections
  • Risk Tolerance Analysis
  • Life Insurance Requirement Analysis
  • Goal Achievement Analysis
  • Digital Document Locker
  • Dedicated Advisor Support
  • Facility to Print Report in PDF


Financial Diagnosis is absolutely FREE!