Free Financial Health Check-Up
Get Your Financial Health Score in 5 Minutes
Quick, no-commitment screening across emergency fund, protection, goals, debt, and investments. Instant score with priority actions.
Interactive Check-Up
Answer a few questions and get your Financial Health Score
Covers emergency funds, protection (term/health), debt & cashflow, goals, investing, and review discipline. Max score: 100. No sensitive details required.
Snapshot, not paperwork
A fast check across 5 pillars of financial health
Like a medical check-up, but for your money—showing what’s strong and what needs attention.
Emergency Preparedness
Do you have 6-12 months of expenses saved and easily accessible?
Protection Coverage
Is your family adequately covered for life and health events without overpaying?
Goal Planning
Are you on track for retirement, child education, home, or lifestyle goals?
Debt Management
Is your debt-to-income healthy and are you minimizing high-interest costs?
Investment Growth
Is your asset mix beating inflation and aligned to your timelines?
Simple path
How it works in 3 steps
Take the 5-minute check-up
Answer 10-15 quick questions. No sensitive account numbers needed.
Get your Health Score
Instant score across 5 pillars with highlights of strengths and gaps.
Book a free consult
30-minute call to prioritize actions and map the right solutions.
Outcome
Exactly what you receive after the check-up
A concise, actionable snapshot you can use immediately.
Overall Financial Health Score plus pillar-wise breakdown
Priority gaps to fix first, with quick wins you can implement
Suggested emergency fund target and protection coverage ranges
Goal readiness snapshot (retirement, child education, home, lifestyle)
Investment alignment check vs. timelines and inflation
Option to move into a full Financial Assessment if you need depth
Ready for depth? Move to our comprehensive Financial Assessment or run your Risk Assessment first.
Your score, explained
What your score means
Excellent (80-100)
Strong financial health. Fine-tune tax efficiency, portfolio design, and advanced wealth-building.
Good (60-79)
On the right track. Address highlighted gaps and tighten protection, liquidity, and goal alignment.
Needs Attention (40-59)
Solid base needed. We’ll help you build emergency reserves, right-size cover, and rebalance investments.
Critical (0-39)
Immediate action recommended. Let’s stabilize cashflows, reduce costly debt, and set a starter plan.
Why HRP Wealth
Compliance-first, local expertise, and behavioral coaching
AMFI & IRDA Registered
Regulatory compliance with AMFI (ARN-342284) and IRDA. We operate as an Investment Accessor, not a SEBI ‘advisor’.
Goal & risk aligned
We connect your score to clear next steps—emergency fund, right-size cover, debt strategy, and asset allocation.
Behavioral support
We help you stay disciplined through reviews and course-corrections, not just product selection.
Start your free Financial Health Check-Up today
Get your score, understand your gaps, and book a consult in one flow. No charges, no pressure.
FAQs
Common questions
Quick answers before you begin your check-up.
Yes. It’s a free, no-commitment screening. We only ask for general inputs—no bank account numbers or sensitive credentials.
The check-up is a quick snapshot to show strengths and gaps. The Financial Assessment is an in-depth, paid engagement with detailed plans, cashflow modeling, and product selection.
You’ll see pillar-wise insights and priority actions. You can book a free 30-minute consult to discuss the next steps or move to our full Financial Assessment or Risk Assessment.
No documents needed for the check-up. For deeper planning later, we may request statements and policy details.
Every 6-12 months, or after major life events like job change, marriage, home purchase, or starting a family.
Yes. We are AMFI Registered Mutual Fund Distributor (ARN-342284) and IRDA Authorized Insurance Consultant. We act as an Investment Accessor, not a SEBI RIA/‘advisor’.
This Financial Health Check-Up is an initial screening and educational in nature. It is not personalized investment advice.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns.
HRP Wealth is an AMFI-Registered Mutual Fund Distributor (ARN-342284) and IRDA Authorized Insurance Consultant. We are not SEBI-registered Investment Advisers (RIA). Recommendations, if any, will follow regulatory requirements applicable to distributors and consultants.
