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THE ORANGE BOOK

OCTOBER 2021 | VOL. 5 ORANGEBOOKL everage your FINANCIAL QUOTIENTTHEL KBACK&AHEADTake Stock and Start AfreshThe last year and a half has made us realise the importance of being financially aware and secure. While we are sure you must have taken all necessary steps to ensure your family s financial security, this is a good time to take stock of your finances and complete any pending : BeFinancially FitYe sChecklistNoI have added nominee(s) to all my accounts and investmentsI have taken adequate Life Insurance cover to ensure my family s safetyGET TERM PLANADD NOMINEESOPEN FDI have saved 6 months living expenses in my Savings Account/ Fixed Deposit as an Emergency FundI have made a will to secure my family s futureGET HEALTH INSURANCEEXPLORE MONEY COACH*I have ensured the necessary healthcare for myself and my family, with adequate Health InsuranceGET ILOCKERI have made a consolidated list of all my investments and bank accounts in a single document, like the iLocker, and shared it with my have REVISITED my goals and paid my taxes.

physical and intellectual transition OCTOBER 2021 | VOL. 5 e is a certain pride with e. e those salt and pepper years with pride. ear your Pride e eams show d and f the ealth challenges and gencies can impact your goals. e your goals ended. ell ootball, halftime is used to e imilarly, you need to chartout a detailed plan to ement goals. now ...

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