Divesh Mehta, CFA AMFI-registered Mutual Fund Distributor · ARN-371565

Before your free check-up

Tell me about your money, goals and comfort with risk

Your answers help me prepare a mutual fund plan that fits you before we speak. It takes about 5 minutes, and only your phone number is required.

About 5 minutesSkip anything you likeSeen only by me
About you

So I know who you are planning for.

Your age
Who depends on you financially? Pick all that apply
What do you do?
Your money today

This shows how much you can invest and whether the safety net is in place first.

Monthly take-home income of your household
How much could you comfortably invest every month?
If your income stopped today, how long could your savings cover expenses?
Which insurance do you have in your own name? Pick all that apply
Any loans or credit card dues above 12% interest?
What you already hold

A rough picture is enough. We will go through the details on our call.

Where is your money invested today? Pick all that apply
Total of your running SIPs per month
Your goals

Every goal gets its own plan, so tell me what you are saving for.

What are you saving for? Pick all that apply
You and risk

There are no right answers. Honest ones help me pick funds you will stay with.

Your ₹10 lakh portfolio falls to ₹8 lakh in three months. What do you do?
The biggest one-year fall you could live with without losing sleep
How long can this money stay invested before you need any of it?
How long have you invested in stocks or equity mutual funds?
Anything else?

Your answers go only to Divesh and are used to prepare your plan. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.