Free Financial Health Check-up
Assess your finances and gain clear direction.
We help you understand your overall financial standing through structured questions and a practical scoring model — so you can make informed choices confidently.
What we do:
Track your Income–Expense Ratio & evaluate your emergency reserve adequacy
Review Insurance & Risk Coverage for protection readiness
Assess Investment Readiness & Portfolio Exposure (educational overview only)
Examine Debt & Liability Levels to ensure financial balance
Calculate your Financial Health Score
Provide Actionable Insights to improve and identify key financial gaps
*(Note: The check-up offers general guidance and awareness. It does not constitute investment advice.)
Personal Finance Guidance
Smart planning for a stress-free financial life.
We help you build clarity and control over money through structured, goal-based guidance and practical education.
What we do:
Budgeting & Expense Optimization — learn how to plan monthly budgets that work
Goal-based Planning — map short- and long-term financial objectives
Emergency Fund & Cash-Flow Management — strengthen liquidity and readiness
Insurance & Protection Awareness — understand adequate coverage types
Tax Planning Education — explore legitimate ways to save and reinvest wisely
*(BlueFolio provides financial literacy and planning awareness, not personalized investment recommendations.)
Portfolio Review & Wealth Education
Learn how to structure and monitor your wealth with balance and data.
We help you understand portfolio diversification, performance tracking, and long-term wealth principles through analytics and education.
What we do:
Portfolio Construction Concepts & basic Asset Allocation models
Understanding Mutual Funds, Bonds, ETFs & Equity Assets (for learning only)
Portfolio Review & Rebalancing Awareness — when and why to realign
Risk Evaluation Frameworks — learn to assess your comfort zone
Wealth Growth Roadmap — educational roadmap for disciplined investing
*(All discussions are for financial education. BlueFolio is not a SEBI-registered adviser.)
Market Learning & Trading Insights
- Decode markets. Build knowledge. Trade with discipline.
- We simplify market concepts and share learning frameworks to help individuals improve their understanding of trading.
What we do:
Market Trend Education & Daily Learning Updates
Technical & Fundamental Concept Sessions
Risk-Reward Evaluation Techniques
Personalized Watchlist Frameworks (for practice and learning)
Learning Support for Beginners in Trading — step-by-step conceptual guidance
*(Information shared is purely for educational purposes and should not be treated as stock or trading advice.)