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Sykes & Ray Financial Planners - Financial Planning, Insurance, Investment, Retirement, Tax, Life's Goals & Dreams - Mumbai - India
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Arun Kumar, CFP
Jai Adiani, CFP
Kalpesh Panchal, CFP
Sadique Neelgund, CFP
Suraj Kapur, CFP
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My Financial Health
My Financial Health
Every individual's personal finance has four important quarters i.e. income, expenses, assets & liabilities. The money flows from one quarter to another leading to either healthy or unhealthy state of financial life. Take this Financial Health Test below to know your financial ratios and what they mean to you.
Mr.
Ms.
Mrs.
Amount
Monthly Expenses
Household Expenses/House Rent
Lifestyle/Entertainment/Travel Expenses
Insurance Premium
Other Expenses
Amount
Monthly Income
Net Take Home Salary
Business Income
Rental/Investment Income
Other Income
Amount
Assets
House (Where you are staying)
Vehicles/Gold & Jewelery
Savings Bank/ Cash in hand
Fixed Deposits/Debentures
Small Saving Schemes (NSC, KVP, MIS, PPF etc)
Direct Equity & Mutual Funds
Real Estate
Others Assets
Amount
Liabilities
Home Loan
Vehicle Loan
Personal Loans
Other Loans & Liabilities
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