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Financial health score

43/100

Net worth

₹23.50 L

Monthly surplus

₹60.0 K

Retirement readiness

24/100

Goal progress

Child's educationAt risk

21% funded · SIP needed ₹13.3 K/mo

Home down paymentAt risk

15% funded · SIP needed ₹35.3 K/mo

Insurance gaps

Life cover₹2.62 Cr

₹50.00 L of ₹3.12 Cr recommended

Health cover₹6.00 L

₹10.00 L of ₹16.00 L recommended

Asset allocation

equity57% vs 66% target
debt19% vs 19% target
gold0% vs 10% target
cash25% vs 5% target

Current investments

  • Mutual funds₹12.00 L
  • Direct equity₹3.00 L
  • Fixed deposits & debt₹5.00 L
  • Property & other assets₹25.00 L

Upcoming actions

  • highBuild your emergency fund
  • highIncrease term insurance cover
  • mediumTop up health insurance
  • mediumStart or increase your SIP

Plan review date

25 July 2027

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