Printable guides
These checklists help organise questions, records and next steps. They are educational prompts only and do not recommend any product or strategy.
Do not enter PAN, Aadhaar, account numbers, passwords, PINs, OTPs or sensitive documents on printed copies unless you are sharing them through a verified process.
Choose a checklist
Each checklist follows the same structure: what it helps with, what to keep ready, questions to ask and what it is not.
Helps with: monthly cash flow, emergency readiness and simple money habits.
Questions: What must be paid first? What can wait? What is unclear?
Not a budget prescription or investment recommendation.Share your question →Helps with: keeping important records findable for family conversations.
Questions: Who knows where records are kept? What needs updating?
Not legal advice or document certification.Share your question →Helps with: understanding existing cover, exclusions and claim-process basics.
Questions: What is covered? What is excluded? What changed in the family?
Not an assurance of claim approval or policy suitability.Share your question →Helps with: reading scheme documents and understanding process requirements.
Questions: What is the money for? What risk and cost information is visible?
Not a fund ranking, selection or return estimate.Share your question →Helps with: safer account access and investor hygiene.
Questions: Is the channel verified? Are passwords, PINs and OTPs protected?
Not trading advice or a profit expectation.Share your question →Helps with: organising income, expenses, liquidity and family continuity questions.
Questions: What changes after salary stops? What needs periodic review?
Not a retirement-income guarantee or personalised plan.Share your question →Helps with: reviewing nominees, beneficiaries and family handover basics.
Questions: Are nominations current? Does the family know the process?
Not succession, will-drafting or legal-heir advice.Share your question →Helps with: organising India-side records and service conversations across locations.
Questions: Which provider rules apply? What needs professional tax or legal review?
Not cross-border tax, FEMA or legal advice.Share your question →Use a checklist with Wriddhi
Share the checklist name and the area you want to understand better. Wriddhi will explain the applicable service capacity before proceeding.
