Family Financial Health Dashboard India — 360° Financial Score

Family Financial Health Dashboard

Enter your family finances once. Get a complete health score across 6 dimensions — savings rate, insurance cover, debt load, retirement readiness, portfolio hygiene, and goal coverage.

One Dashboard — Your Complete Financial Picture

Most investors review one thing at a time: SIP amount, or EMI burden, or insurance cover. This dashboard looks at everything together, as a holistic overview. Your score across 6 dimensions tells you where you stand — and what to fix first.

💰 Income & Expenses

Monthly Take-Home Income (₹)

Monthly Fixed Expenses (₹)

Monthly EMIs (₹)

Monthly SIPs / Investments (₹)

🛡️ Insurance & Protection

Total Life Cover (₹)

Annual Income (for coverage ratio)

Health Cover (Sum Insured ₹)

Number of Dependents

📊 Wealth & Liabilities

Total Investments (MF, PF, FD, etc.) (₹)

Total Outstanding Loans (₹)

Liquid Emergency Fund (₹)

Years to Retirement

Disclaimer: This dashboard uses general benchmarks for scoring. Individual circumstances vary significantly. Scores are for self-assessment only and do not constitute financial advice. For guidance specific to your situation, consult Eswari Guduru (ARN-309076).

Discuss with Eswari ← All Calculators

Eswari Guduru (ARN-309076) · Guduru Anantha Eswari Rajeswari · AMFI Registered Mutual Fund Distributor · Authorised Person — Kotak Securities Ltd (INZ000200137) · NSE AP AP0291573301 · Boduppal, Hyderabad 500092 · +91 79959 72796 · eswariguduru.com
All projections are for illustration only. Returns not guaranteed. Constant assumed rates — actual MF returns fluctuate. Not investment advice. Not a SEBI Registered Investment Adviser. Read all scheme documents before investing. Tax calculations, where applicable, use FY2026-27 slabs — consult a CA for personal advice.