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You see your own money behaviour clearly — then pause, reflect, and correct. That’s the whole method.
Fill a 2-minute profile, or share your portfolio statement — whichever is easier.
A personal report in plain words — your gaps, your mix, and what each one costs.
Sit with your advisor, walk through the report, and turn gaps into a plan.
Most owners find out at claim time. You can find out this week, in your own numbers.
Building, machinery and stock — at what they would cost today, not what the books say.
Insured for 40% of value? A claim pays 40%. We show that on your figures, not an example.
Sit with your advisor and fix what is short — before anything happens.
10 quick questions, 90 seconds. Your score out of 100 — with the gaps named, not just a number.
Take the free quiz5 inputs, 60 seconds. How much you’ll need, what your current pace reaches — and the gap between.
Find my numberEntry loads, NAV, tax, small-caps — instant answers, zero jargon. Score out of 16 and see exactly which myths are costing you.
Test my IQGo back with virtual money and live the crash — hold or panic at the real moments, then see exactly what your behaviour cost, and your Discipline Score out of 100.
Room rent caps, floaters, waiting periods, the 60-month rule. Most people learn these at the hospital counter — every answer explains itself immediately.
Test my health cover IQTerm against endowment, why a nominee is not an heir, and the one clause that puts a payout beyond a lender’s reach. Twelve questions families usually answer too late.
Test my life cover IQA 10% flat rate is nearer 18%. Prepaying in year three saves several times what year fifteen saves. Thirteen questions on what a loan actually costs.
Test my loan IQWould a ₹10 lakh fire claim pay you ₹10 lakh? Most owners get half of these wrong — and find out the hard way.
Test my business IQThree minutes, no documents. What it would cost to rebuild, what your policy would really pay, and the months of income sitting uncovered.
Check my coverFree · No sign-up · Nothing stored without your consent
Answer a 2-minute profile — income, investments, insurance, goals. You’ll see your first gap instantly; your advisor walks you through the full report.
Fill my profileYour portfolio, held up to a mirror: 17 behavioural patterns and 10 profile risks — each in plain words, with what it costs.
Not a data dump — a story your family can read. Here’s a corner of it:
Type your question — about a policy, a fund, your gap, anything. It goes straight to your advisor’s inbox and phone, and you’ll get a call or WhatsApp back.