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  1. Recipe
  2. Financial Checkup
Financial Checkup

Financial Checkup

Financial health has a direct impact on one's lifestyle. While physical and emotional health are given due attention, financial health is often ignored! But now, things will change. NO more long calls, NO complex spreadsheets, NO human biases, NO thick charges. Recipe is here to change the way you plan and manage your personal finance!

Analyse and improve your financial health based on the 6 essentials of personal finance, with Recipe’s Financial Checkup. Completely for FREE!

Free Checkup
2.4L users improved their finances.
spending
Importance

Why is Financial Health important?

Your financial profile impacts your lifestyle, goals, and even your physical and emotional well-being. With comprehensive financial assessment—from budget planning to insurance and risk profile— you can safeguard your future while balancing debt levels and emergency requirements.

Protect
01

Shields you from financial shocks

A good financial profile can serve as a cushion in case of financial emergencies. It helps you:

  • Sail through any crisis smoothly.
  • Have a steady investment journey.
  • Sleep peacefully at the end of the day.
personal budget
budget planning
Achieve
02

Helps you achieve your goals

A healthy financial profile is important to ensure that emergencies don’t derail your goals. It helps you:

  • Stop compromising on your goals.
  • Have a comfortable retirement.

Clarity comes from Knowing where you stand. Check now.

With Recipe’s thorough Financial Checkup, determine the health of your financial profile.

Get Free Checkup spending
Financial Checkup

Essentials of Financial Profile

A thorough 6-step checkup to help you analyse and improve your financial profile.

personal budget

Spending Habit

Check whether your spending habits can impact your goals.

Check
budget planning

My Finance

Analyse your overall finances and portfolio mix.

Check
financial planning

Emergency Fund

Ensure you have enough liquidity for any financial emergency.

Check
investments

Insurance

Examine whether you have adequate insurance cover or not.

Check
savings

Debt

Diagnose whether your loans & EMIs can land you in a trap.

Check
financial planning

Risk Profile

Know your investing personality based on your appetite.

Check Learn More
FAQ

Frequently Asked
Questions.

Get answers to common investors' questions here or ask us on the Finology Support Portal.

What is a Financial Checkup?

Financial Checkup is a process that helps you check your financial health & well-being. It is a fundamental step in your comprehensive financial management.

How can a Financial Checkup benefit me?

Financial Checkup helps you identify the problems in your spending habit, financial profile, emergency fund, insurance, debt and risk profile. With the suggested 'Smart Moves', you can further take measures to fix these problems and improve your financial health.

Who can use the Financial Checkup service?

Any individual with a source of income can and should use the Financial Checkup service. It does not require a particular level of knowledge to use any tool in Recipe.

Will the Financial Checkup help me identify any financial risks or gaps?

Yes, the Financial Checkup helps you identify financial risks and gaps in your personal finance.

Is the Financial Checkup service free?

Yes, the Financial Checkup service is completely free of cost. You no longer have to pay a hefty fee to check your financial health.

How long does the Financial Checkup typically take?

It usually takes less than 10 minutes to get a full Financial Checkup. With pre-filled forms, your inputs are smartly utilised across the tools for a seamless experience.

Can I update my financial information if anything changes after the checkup?

Yes, you can update your financial information if anything changes using the 'Recheck' option in each tool. Besides, My Finance is a one-stop tool for updating your entire financial profile, which, when updated, automatically recalculates all other tools.

SEBI Registered Investment Adviser Details:

Registered Name : Finology Ventures Private Limited
Type of Registration : Non-Individual
Registration No : INA000012218
Principal Officer :  Pranjal Kamra | Email : pranjal@finology.in | Phone : 022-489-66660
BASL Membership ID : 1565
Validity : Dec 17, 2018 - Perpetual

Registered Address : Finology Ventures Pvt. Ltd., 4th Floor, Avinash One, VIP Road, Opposite to Magneto Mall, Raipur, Chhattisgarh - 492001.
CIN : U74999CT2018PTC008679
Telephone : 022-489-66660 | Email : support@finology.in
Corporate Office : Finology Ventures Pvt. Ltd., 4th Floor, Avinash One, VIP Road, Opposite to Magneto Mall, Raipur, Chhattisgarh - 492001

SEBI Local Office: LIC Complex, Jeevan Bima Marg & Pandri Road, Devendra Nagar, Raipur, Chhattisgarh, 492004.

Disclaimer & Disclosure

The securities quoted are for illustration only and are not recommendatory.
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Please read the complete disclaimer here.