See the whole picture
Bring income, spending, assets, liabilities and goals into one planning workspace.
Financial planning workbook
Know exactly where you stand financially.
Answer 20 practical questions about how you organise, protect and plan your finances. You will receive a self-assessment summary and a short list of areas to review. No sign-up is required.
20
Questions in assessment
covering 9 financial dimensions
9
Planning areas
one practical checklist
5 min
Quick assessment
no sign-up needed to start
Free
Always free
for the health checkup
Chapter 1
How it works
Three steps from assessment to practical planning tools.
01
Take the free checkup
Answer 20 questions across 9 financial areas. No sign-up required to start. Takes under 5 minutes.
02
Get your score and planning pattern
See your illustrative financial well-being score, planning pattern, and a step-by-step breakdown.
03
Take action with tools
Use your illustrative result and our planning tools to close the gaps and build better financial clarity.
Chapter 2
Where more clarity may help
These are common planning gaps. Use the check-up to see which ones apply to your household.
Savings are inconsistent
Spending is hard to account for
Goals do not yet have funding plans
Insurance cover has not been reviewed
EMIs leave little monthly flexibility
A home purchase is difficult to plan
Investments are not tied to clear goals
Retirement has not been costed
Education costs are uncertain
Investment choices are hard to compare
An emergency reserve is still being built
Net worth is not tracked regularly
A practical structure
Nine areas to review
Foundation
Protection
Growth
Topics covered
FINANCIAL HEALTH CHECKSIP PLANNINGLOAN EMIINFLATION PLANNINGGOAL MATRIXREAL STATEMENTEMERGENCY FUNDGOAL FUNDINGRETIREMENT PLANNINGNET WORTHEXPENSE TRACKING
Chapter 3
Your financial toolkit
From assessment to planning — every tool you need to build financial clarity.
Financial Health Checkup
Free20-question assessment across 9 steps. Get your well-being score and educational next steps.
Plus
REAL Statement
Map income, expenses, assets and liabilities in one view. See monthly surplus and net worth.
Plus
Life Goal Matrix
Start with 20 common household goals, add your own, and organise them by priority and time horizon.
Free
Financial Guidebook
Review the current chapter outline while the complete guidebook is being prepared.
Free
Retirement Calculator
Calculate your retirement corpus, required monthly SIP, and years remaining.
Free
SIP Growth Calculator
Compare contributions, estimated growth and inflation-adjusted value over time.
What you can do
Turn your numbers into a working plan
Test your assumptions
Change rates, dates and contributions to see how the estimates respond.
Keep your work connected
Save calculations and carry useful results into your financial plan.
Account access and privacy
Google sign-in is optional
You can view this website, take the financial health check, and use our public calculators and educational resources without signing in.
If you choose Google sign-in, Antrix Infoway uses your basic account details—name, email address, and profile image—only to create and secure your account and save your planning records. We do not request access to Gmail, Google Drive, or other Google services.
Ready to check your numbers?
Start with the five-minute check-up, then use the calculators and worksheets for the areas you want to review.