Financial Health Check-up
A full check-up of your finances with a score, like a health check, and the five fixes that matter most.
Answer 20 questions to get a money health score across saving, debt, protection, investing and planning, with your top 5 fixes.
What you give and what you get
You give your income, goals or statements. You get a money plan with the sums shown. Fill a short form and your document is written for you.
How Financial Health Check-up works
- Answer the questions
- Add a few numbers
- Get your score and fixes
What it costs
You pay in credits, and only when the app gives you a result. New accounts start with 100 free credits, and credit packs start at ₹10. See prices.
Apps that go well with Financial Health Check-up
- Financial Life Planner — A complete money plan for your family: net worth, goals, emergency fund, insurance gaps, investing plan and a year-by-year roadmap.
- Bank Statement Analyser — Upload bank or card statements to see where your money goes, recurring payments, leaks, savings rate and a budget that fits.
- Insurance Policy Decoder — Upload a health, life, motor or home policy and get the cover, exclusions, waiting periods, claim steps and gaps in plain words.
- Debt Freedom Planner — List your loans and cards to get a debt-free date, the best payoff order, monthly plan, interest saved and steps to stop new debt.
More Money & Planning apps
- Retirement Readiness Studio — Find out if you can retire when you want: corpus needed, gap, monthly saving, withdrawal plan and how long the money lasts.
- Portfolio X-Ray — Upload your CAS or broker statement to see asset mix, overlap between funds, costs, concentration and an action list to tidy up.
- Income Tax Regime Planner — Compare the old and new tax regimes on your real income and deductions, see the tax under each and a plan to save more.
- Family Budget Coach — A friendly coaching session that builds a family budget with you, untangles money worries and leaves you with a monthly plan.
- Child Education Fund Planner — Plan for your child's school and college: future cost by course and country, monthly saving needed and a step-down plan as the date nears.
- Health Claim Helper — Upload a rejected or short-paid health claim and policy to see why, what the policy says, and get an appeal letter and next steps.
- Home Buying Planner — Plan a home purchase: what you can afford, full cost with taxes and charges, down payment plan, buy vs rent and a document checklist.
- Freelancer Money Studio — Money system for freelancers: pay yourself a salary, tax set-aside, GST check, invoicing rules, emergency fund and pricing.
- NRI Money Planner — A money plan for NRIs: NRE vs NRO accounts, sending money home, India investments, property, tax points to check and a return plan.
- Company Research Report — Upload a company's annual report or results to get an analyst-style report: business, numbers, ratios, risks and questions to ask.
- Mutual Fund Comparator — Upload factsheets of 2 to 5 funds and compare returns, risk, costs, holdings and fit for your goal in one clear table.
- Kids Money Course — A 12-week money course for your child, by age: lessons, family activities, pocket money system, games and a savings goal.