Your financial health snapshot
A clear household-level view of where things stand today.
For salaried employees & homemakers
Turn “Where did the money go?” into a plan you can follow.
If your salary arrives and disappears, or you manage the household without a clear financial system, start here. Understand your cash flow, clarify your goals, and know what to improve first.
₹299One-time starting point
Guided by DakshPersonally reviewed
No obligationContinue only if useful
YOUR STARTING POINT
Phase 1Financial Health Snapshot
ClarityFirst
Your snapshot helps you see:
- Cash-flow balance
- Financial buffer readiness
- Goal clarity
01
YOUR FIRST PRIORITYFocus on the gap that matters most.
Practical observations2–3 next priorities
✓ A clear place to begin
✓ Built around your household
Organize cash flow
Prioritize household goals
Build better financial habits
Stay accountable
A small first step. Useful clarity.
Find the financial issue worth solving first.
The ₹299 Financial Health Check turns a small set of household inputs into a useful starting point—without asking you to commit to a full planning engagement.
Cash-flow & buffer view
See whether your current balance and financial buffer are supporting your priorities.
Goal-clarity observations
Understand which household goals need clearer timing, priority, or preparation.
Your first 2–3 priorities
Leave with practical areas to improve first and an honest view of whether a Blueprint would add value.
HOW PHASE 1 WORKS
Your ₹299 check, in three simple steps.
1
Book your check
Message Daksh on WhatsApp and confirm your Phase 1 enrollment.
2
Share guided inputs
Answer a focused set of questions about goals, income, expenses, and obligations.
3
Receive your snapshot
Get key observations and two or three practical priorities to work on first.
Does this sound familiar?
Your household works hard for its money. It deserves a clear direction.
You do not need more random financial tips. You need a practical view of where you are, what matters next, and which habits or gaps deserve attention first.
Book the ₹299 starting pointSalaried employees
For you if salary comes and goes without visible progress, you are starting a fresh career, considering leaving your job to build something of your own, or want to prepare for earlier retirement.
- Control monthly cash flow
- Prepare for a career transition
- Give long-term goals a timeline
Homemakers
For you if you manage the household money, want a clearer system for spending and saving, hope to start something of your own later, or want to strengthen your family's financial preparedness.
- Organize household finances
- Build personal financial confidence
- Plan for family goals and security
The 3-phase journey
Start with clarity. Go deeper only when it adds value.
Each phase stands on its own. Continue only if the next level of support is right for your household.
PHASE 1₹299
Financial Health Check
A short guided assessment of your household finances and priorities.
- Financial Health Snapshot
- Key observations
- Next-step priorities
PHASE 2₹2,999
Financial Blueprint
Pre-work plus up to two hours of structured one-to-one planning.
- Personalized PDF Blueprint
- 90-day & 1-year actions
- Directional 3–5 year roadmap
PHASE 3Optional
Family Finance OS
AI-powered organization, tracking, nudges, and periodic review.
- Living financial system
- Progress summaries & reminders
- Ongoing accountability
When you are ready for a plan
Your Financial Blueprint turns clarity into action.
We validate assumptions, prioritize goals, identify gaps, and agree on actions together.
YOUR HOUSEHOLD ROADMAPPersonalized PDF
90-day action plan
Focused steps to improve organization, readiness, and momentum.
12-month plan
Cash-flow structure, goal priorities, and review checkpoints.
3–5 year roadmap
Planning assumptions and scenarios that evolve as life changes.
The ultimate product
A plan is useful. A living system keeps it alive.
After your Blueprint, Family Finance OS can help organize information, track progress, surface deviations, support budgeting routines, and maintain accountability between major reviews.
AI-guided check-insGoal & action trackingBudget review supportProgress summaries
Indicative pilot membership: ₹9,999/year. Final inclusions and terms are confirmed at enrollment.Your guide
Financial clarity, personally guided by Daksh Mehta.
I will personally guide you through the Financial Health Check and, only if it adds value for your household, the deeper Financial Blueprint. Whether you are managing a salary, a home, or an upcoming life transition, the focus stays practical: understand the numbers, agree on priorities, and build a system you can follow.
Daksh MehtaCTO at Romin Interactive • Bhuj, India
Good to know
Clear answers before you begin.
Is this useful if I am early in my career or planning to leave my job?+
Yes. The Health Check helps organize your current cash flow, obligations, preparedness, and priorities before you make a major career decision. It provides planning clarity, not a guarantee about the outcome of that decision.
Can a homemaker take this service?+
Yes. Homemakers often manage the household's day-to-day financial decisions. The Health Check creates a structured view of income, expenses, savings, obligations, and family priorities, while supporting greater financial confidence.
Is this investment advice?+
No. This is a financial organization, education, goal-planning, and accountability service. It does not recommend specific securities, mutual funds, insurance products, or other regulated financial products.
What information do I need to share?+
Phase 1 uses a small set of household-level inputs about your goals, income, expenses, obligations, and current preparedness.
Do I have to continue to the Blueprint?+
No. Your Health Check is a useful standalone starting point. It includes a recommendation on whether the deeper Financial Blueprint is likely to add value.
What happens when my circumstances change?+
Your longer-term roadmap uses planning assumptions and scenarios, not guarantees. It should be revisited when income, expenses, family circumstances, or goals change.
Your clearest next step
Your first financial step does not need to be a big one.
For ₹299, stop guessing where to begin. Complete the Financial Health Check and receive a clear view of what deserves attention first.
PHASE 1
₹299
one-time
- Short guided assessment
- Financial Health Snapshot
- 2–3 practical priorities
- No obligation to continue
This service is not investment advisory, tax advice, legal advice, medical advice, or a promise of financial outcomes. Where a regulated or specialist recommendation is needed, consult an appropriately qualified and registered professional.