About ProtectWealth

ProtectWealth exists to answer one question honestly: how financially protected is your family, really? We do that through a free, independent Financial Protection Check — not by selling you anything.

Why we built this

Most Indians are told plenty about how to grow their money, and far less about how to protect it. Yet a single serious illness, job loss, or the loss of an earning member can undo years of careful saving in months. The tools that could help people understand their exposure are usually buried inside insurance sales processes — where the goal is to sell a specific product, not to give a clear, unbiased picture.

We thought that was backwards. So we built a simple check that looks at your situation across the four pillars that actually determine financial resilience — income protection, health protection, emergency savings, and loan exposure — and turns them into one clear score, with practical next steps.

What makes us independent

The Financial Protection Check gives you a score and guidance — it is not a quote for any specific product. If you later request a callback, you'll be connected with a licensed insurance advisor who may earn a commission on any policy you choose to purchase.

• No product pitch. The Financial Protection Check gives you a score and guidance — not a quote for something we earn a commission on.
• No jargon. Financial protection is not complicated once it is explained plainly. We work hard to keep it that way.
• No obligation. You can complete the check, understand your position, and act on it entirely on your own terms.

Our aim is simply to help you see clearly.

What you do with that clarity — including which providers you choose, if any — is your decision, ideally made with a qualified, licensed adviser who knows your full situation.

Who we help

ProtectWealth is built first for Indian families — single-income households, young parents, people supporting dependent parents, and anyone who has started building wealth and wants to defend it. The Financial Protection Check also supports several international dialling codes, so NRIs in the UAE, USA, UK, Singapore, Qatar, Saudi Arabia, Australia and beyond can assess their situation too.

How the Financial Protection Check works

It takes about five minutes. You answer a short, adaptive set of questions about your income, expenses, dependents, existing cover and loans. Based on your answers, ProtectWealth calculates a Financial Protection Score out of 100 and highlights the three areas most worth your attention — along with a plain-English summary of where you stand on each of the four pillars. Nothing is shared or sold; your details are used only to prepare and send your report.

Learn more

New to this topic? Start with our complete, plain-English guide to financial protection, which explains all four pillars in detail. To understand how we handle the details you enter, see our Privacy Policy.

ProtectWealth provides general educational information and an independent self-assessment tool. It is not a substitute for personalised advice from a qualified, licensed insurance advisor. The platform itself does not recommend specific products, but if you request a callback, you'll be connected with a licensed insurance advisor who may earn a commission on any policy you choose to purchase.