Know Your Financial Health
Score (0–900)
India's most comprehensive AI-powered financial wellness report — absolutely free. Get a CFP-grade analysis of all 5 pillars of your financial life in under 10 minutes.
8–10 min · No credit card · Instant score · AMFI Reg. ARN-286886
Sample Report Preview
PDF emailed instantly · Not stored on our servers
What You Get — For Free
Financial Health Score (0-900)
A single number that captures your complete financial wellness across 5 pillars.
Net Worth Analysis
Detailed breakdown of your assets vs liabilities with growth trajectory.
Retirement Gap Assessment
How much you need vs how much you are on track for — with clear shortfall analysis.
Goal Funding Analysis
Check if your savings rate supports your goals — education, home, travel, and more.
Insurance Coverage Check
Identify gaps in your life, health, and critical illness protection.
Personalized Action Plan
Prioritized steps you can take today to improve your financial health.
Free for Everyone. Deeper for Those Who Want More.
Financial Health Check
Perfect for a first look at your finances
- Financial Health Score (0-900)
- 5-Pillar Analysis
- Net Worth Estimate
- Insurance Gap Flag
- Emergency Fund Status
- Top 5 Action Items
Goal-Based Financial Plan
Recommended for anyone with financial goals
- Everything in Health Check
- Goal-wise SIP Recommendations
- Detailed Net Worth Statement
- Insurance Gap Analysis (HLV)
- Asset Allocation Recommendation
- Personalized Action Plan
- AI-Powered Narrative Analysis
CFP-Grade Financial Blueprint
Comprehensive plan for serious wealth builders
- Everything in Goal-Based Plan
- 5-Year Cashflow Projection
- Asset Allocation Matrix by Time Horizon
- Tax Optimization Strategy
- Debt Management Plan
- 12-Month Action Timeline
- Extended AI Narrative (500+ words)
- Family Health & Succession Planning
How It Works
Verify Your Identity
Quick OTP verification to keep your data secure.
Answer 50+ Questions
Comprehensive questions covering income, expenses, goals, and assets.
Get Your Instant Score
AI-powered analysis delivers your Financial Health Score in seconds.
Receive Detailed PDF Report
CFP-grade report emailed to you — no data stored on our servers.
What Makes Up Your Score
Cashflow Health
Income stability, savings rate, and emergency fund adequacy.
25%Protection
Life, health, and critical illness insurance coverage gaps.
20%Investments
Asset allocation, diversification, and growth trajectory.
20%Debt Management
Debt-to-income ratio, EMI burden, and repayment health.
15%Retirement Readiness
Corpus target vs current trajectory, pension, and withdrawal plan.
20%Score Grade Bands
Critical
0-300
Needs Work
301-500
Fair
501-650
Good
651-780
Excellent
781-900
Why Trust Trustner
AMFI Registered
ARN-286886 — fully regulated mutual fund distributor.
10,000+ Clients Served
Trusted by families across India for over a decade.
Data Not Stored
Your report is emailed to you — we do not retain your financial data.
Powered by Advanced AI
CFP-grade analysis algorithms deliver institutional-quality insights.
Start your free
assessment today
Get My Free Score Focused Plans for Your Life Goals
Retirement Planning
Calculate your retirement corpus and get a personalized plan to achieve financial independence.
6-page reportChild Education Planning
Plan for your child's education from school to post-graduation with inflation-adjusted projections.
6-page reportChild Marriage Planning
Build a dedicated corpus for your child's wedding and related expenses.
6-page reportHome Purchase Planning
Plan your dream home — down payment, EMI affordability, and investment strategy.
6-page reportEmergency Fund Planning
Build a safety net for unexpected expenses. Know exactly how much you need and how to build it.
4-page reportTax Saving Strategy
Optimize your tax planning across old and new regimes with smart investment recommendations.
6-page reportThis Financial Wellness Assessment is for educational purposes only. Trustner Asset Services Pvt. Ltd. (ARN-286886) is an AMFI Registered Mutual Fund Distributor and does not provide investment advisory services under SEBI (Investment Advisers) Regulations, 2013. The Financial Health Score and recommendations are generated algorithmically and should not be construed as personalized investment advice. Past performance does not guarantee future results. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.