Financial Risk Assessment

1. Is your spending more than your earning?

2. How much do you save per month?

3. Where does your money get spent?

4. Do you have emergency fund & how long the expenses would cover?

5. Do you pay your credit card bills?

6. How much is your debt?

7. Do you have a life insurance cover and how much?

8. Do you have medical cover for you & family?

9. Do you have enough for your retirement?

10. Do you have a strategy to plan for your goals, like buying a Home, Child Education etc?

How did we assess your financial health?

  • a) 3 point
  • b) 2 points
  • c) 1 points
 

The articles are from various news publications & some of the articles may need a subscription.

Disclaimer : The purpose of the Training Materials and the resources is to encourage you to plan for  investments based on  goals and is solely meant for education purposes. There is no guarantee that  goals will be achieved. The workforce are advised to consult their investment / financial advisor, prior to taking any investment decisions. While, every care has been taken in preparing the Training Materials and the Documentation to ensure accuracy at the time of publication and creation, however, FINSAFE India Private Ltd assumes no responsibility for any errors, which despite all precautions may be found herein. Finsafe India Private Limited shall not be liable under, or in connection with:

  • loss of income;
  • loss of business profits or contracts;
  • business interruption;
  • loss of the use of money or anticipated savings
  • loss of information
  • loss of opportunity, goodwill or reputation;
  • loss of, damage to or corruption of data; or any indirect or consequential loss or damage of any kind howsoever arising and whether caused

All intellectual property rights in the Training Materials and the resources (whether registered or not) anywhere in the world belong to Finsafe India Private Limited.

    Commercials for ITR filing services

    ITR Form Base Rate ** Services Offered
    ITR 1 Rs. 750+taxes Only for ITR 1 filing, Single Form 16 and only Salary Income
    ITR 1 Rs. 1000+taxes Multiple form 16, interest income from FD/Savings ac & salary income
    ITR 2 Rs. 3500+taxes Multiple form 16, Multiple house property, Capital gains from Indian stocks, house property, 1 Demat account, RSU Disclosure
    ITR 2 Rs. 5000+taxes Multiple form 16, Multiple house property, Capital gains from Indian stocks, house property, multiple Demat accounts – upto 5, sale of RSU
    ITR 2 Rs. 7500+taxes Multiple form 16, Multiple house property, Capital gains from Indian stocks, house property, multiple Demat accounts – upto 5,sale of RSU, filing of form 67, dividends from foreign stocks
    ITR 2 Cost will be discussed based on complexity Other than the above cases
    ITR 3 Rs. 12,500 F&O Income and RSU
    ITR 3 Cost will be discussed based on complexity If Audit required

    * Charges are exclusive of taxes
    ** Charges are per tax filing

    Commercials for Financial Counselling

    Rs. 500 + taxes

    [fvplayer id=”1″]

    Contact Number: +91 74116 77575

    Email: Support@finsafe.in