info@forthius.in
+91-9890292654

Home
About Us
Services
Tools
Blog
Contact Us

Portfolio Login

Financial Fitness

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

Please Fill Your Detail Carefully...

Refresh

Submit

Quick Links

Home
About Us
Contact Us
Privacy Policy

Our Services

Financial Planning
Wealth Management
Fund Raising Assistance
IAP Investment Advisory Portfolios
GIFT City Funds

Get In Touch

info@forthius.in

5, Bootstart, UG Floor, Clover Hills Plaza, NIBM Road, Pune - 411040

AMFI Registered Mutual Fund Distributor || Date of Registration: 28/04/2015 | Current Validity: 17/01/2025 TO 16/01/2028

Privacy Policy | Commission Disclosures | Code of Conducts

Forthius 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.

Forthius makes no warranties or representations, express or implied, on products offered through the platform of Forthius. 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.

AMFI Registered

2025 @ Forthius. All rights reserved.

Designed & Developed by REDVision Global Technologies