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1. Have you prepared a budget for household expenses?

Yes
No

Next

2. Do you have adequate cash in hand or at bank to maintain your lifestyle in case of job/income loss?
(Adequate cash is more than 6 months regular expenses)

Yes
No

Next

3. Do you have life cover of alteast 8 times your annual income to take care of your family needs ?
(Life insurance can be taken in the form of term insurance, ULIP, Endowment or money back policies)

Yes
No

Next

4. Have you taken Health Insurance for your entire family?

Yes
No

Next

5. Do you save more than 25% of your monthly income(take home salary) each month?

Yes
No

Next

6. Have you identified your financial goals and started working towards achieving them?
(Child education, marriage, retirement, house purchase are all examples of financial goals. Have you identified how much money you would require for each of these goals to be met and how much time is left to achieve them)

Yes
No

Next

7. Are your investments diversified across atleast 3 asset classes
(Various asset classes include Equity, Fixed income, Real estate, Gold, other commodities)

Yes
No

Next

8. Do you review and track the performance of your investment periodically?
(Periodic review means checking fund performance, realigment to macro economic changes etc.)

Yes
No

Next

9. Do you know how much money you will need after retirement to maintain a desired lifestyle?
(The calculation should involve the effect of inflation on all expenses for you and your dependents)

Yes
No

Next

10. Do you have a detailed written will?
(A will ensures that the distribution of your wealth happens as you want it to happen)

Yes
No

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Step Up Financial Services” is a start up started by Mr. Palak Shah. Which has started with a goal of advising, Right Advise at Right Time to the Right Investors.

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Step Up Wealth is an AMFI Registered Mutual Fund Distributor.

Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Step Up Wealth makes no warranties or representations, express or implied, on products offered through the platform of Step Up Wealth. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.

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