TATA AIA Financial Health Review

Financial Health Review (FHR) helps users assess their preparedness to meet life’s major financial events like Income Protection, Retirement Planning, Wealth Creation and Special Needs. The tool simplifies complex calculations and presents a report about the present status of protection of important financial goals and suggest customized action plans for their future.

The report is a first step in ever evolving planning process, as one progresses across different life stages.

The report provides broad guidelines, which may be helpful in shaping one’s financial thinking about goals, investment objectives and risk tolerance. The projections, reports and graphs are dependent upon the quality and accuracy of data, including assumed rates of return, furnished by user. Account values shown in this report are based on the data provided by user. This report compares user’s investments and saving strategy with his/her financial priorities and concerns.