What is Financial Well-Being Assessment?

At FinLit Solutions, we believe that understanding your financial health is the first step toward achieving your goals.

Personalized Insights

Get a custom financial well-being Report tailored specifically to your current financial stage.

100+ Key Factors Evaluated

Our advanced system analyzes over 100 critical financial parameters, from Income, Expenses, savings and investments to debt and budgeting habits.

Simple & Stress-Free

Just answer a few quick questions with our expert advisor, and we'll handle the rest.
About FinLit Solutions

Real Solutions for Real People

We will work closely with you, as an extension of your team, to provide solutions for all types of corporate events – from Gala Dinners to Global Summits. We will also negotiate with each venue
Information Name
0M

Digital Projects

0+

Active Subscribing

0M

Monthly Customer

Suggested Action on Financial Score

Financial Score
Suggested Action
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
Why to Join

FinLit Solutions?

Qualified Financial Advisors & Experts

Get access to seasoned financial professionals dedicated to your financial growth.

Data Confidentiality

Your financial information is handled with the highest level of security and confidentiality.

Advisor On Call

Need help making a financial decision? Your dedicated advisor is just one call away.

Personalized Financial Health Report

Receive a comprehensive report assessing your current financial well-being

Corrective Action Plan

Get actionable steps to improve your financial health and close gaps in your finances. Also we design a customized plan based on your current, short-term, and long-term financial goals.

Savings Optimization Plan to achieve goals and create wealth

Maximize savings, build wealth, and plan for a comfortable retirement.

Household Balance Sheet Analysis

Understand and manage your household finances with our expert balance sheet preparation and analysis.

Monthly Progress Reviews

Stay on track with monthly reviews to ensure your financial plan is being followed.

Half-Yearly & Yearly Advisor Reviews

Conduct in-depth reviews with your advisor to refine strategies and celebrate milestones.
meet our experts

Our Expert Team Will
Help You.

BRAND STRATEGIST

Nomina Petter

BRAND STRATEGIST

Walkar James

BRAND STRATEGIST

Rohima Ronni

Company Progress

We have a great idea
of business solution.

YOU'LL BE IN GOOD COMPANY

Newsletter form