Less than 40
Need to work more on your finances even compromising your
essentials for some time.
40 to 60
Improve basic understanding of Finance and follow corrective active plan given by advisor
61 to 75
Follow savings optimization plan given by advisor to achieve
short term and long term goals
76 to 90
Follow savings optimization plan to build retirement corpus
Above 90
You don’t need an regular financial advisor, focus on Investment
Plan given by advisor