# Links

### Client Interaction

<table><thead><tr><th width="78">No</th><th>Links</th></tr></thead><tbody><tr><td>1</td><td><a href="https://tally.so/r/wdbxdr">Client Input Sheet</a></td></tr><tr><td>2</td><td><a href="https://plan.finnovate.in/finnfit">FinnFit Quiz</a></td></tr><tr><td>3</td><td><a href="https://lmslive.finnovate.in/plan-profile-management.php">Plan Admin Login</a></td></tr><tr><td>4</td><td><a href="https://docs.google.com/forms/d/e/1FAIpQLSfBPSBdFvH66dK6fkjnHlYHRW0B4pGynps2ofulM90bYPaHmg/viewform">Life Insurance Questionnaire</a></td></tr><tr><td>5</td><td><a href="https://docs.google.com/spreadsheets/d/1g2ci67NVHQQsdgLojRmmvkm8yWqwB5Pp-uVe809qr5c/edit?usp=sharing">FinnFit Quiz Metric</a></td></tr><tr><td>6</td><td><a href="https://docs.google.com/document/d/1L4Yz4lgwehMy4ptCUQAaL92IblKTrq7StiFlScvnnrw/edit?usp=sharing">Financial Fitness FAQs</a></td></tr><tr><td>7</td><td><a href="https://docs.google.com/document/d/1fsSyQHBdRzcV1i2Ktu-SVS0Swy2UdNHYtEjFvqa8npI/edit?usp=sharing">Strategic Narrative</a></td></tr><tr><td>8</td><td><a href="https://calendly.com/finnovate/financial-fitness-consultation?utm_source=Links">Calendly Meeting </a>(with Zoom link)</td></tr><tr><td>9</td><td><a href="https://calendly.com/finnovate/financial-fitness-consultation-offline?utm_source=LinksinPerson">Calendly Meeting</a> (in-Person Link) </td></tr></tbody></table>

### For RM

<table><thead><tr><th width="84">No</th><th>Links</th></tr></thead><tbody><tr><td>1</td><td><a href="https://wadmin.finnovate.in/">WADMIN</a></td></tr><tr><td>2</td><td><a href="https://lmslive.finnovate.in/">LMS</a></td></tr><tr><td>3</td><td><a href="https://onelink.to/kfm4ss">Finnovate Wealth App Download </a>(Android and iOS)</td></tr><tr><td>4</td><td><a href="https://eservices.nsdl.com/SecureWeb/HomeLogin.jsp?loginpg=1&#x26;image=ideas">Login NSDL Account</a>  /  <a href="https://eservices.nsdl.com/SecureWeb/IdeasDirectReg.jsp">Create NSDL Account</a></td></tr><tr><td>6</td><td><a href="https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement">Generate MF CAMS Statement</a>  /  <a href="https://youtu.be/dwObaOLojCQ">Video Guide</a></td></tr><tr><td>7</td><td><a href="https://www.finnovate.in/partners.html">Product wise - Vendor/Companies </a></td></tr><tr><td>8</td><td><a href="https://docs.google.com/presentation/d/1FNGYJ5Rjw5Js04Wp_iw4f94khzvAfGO8/edit?usp=drive_link&#x26;ouid=116150346640975792898&#x26;rtpof=true&#x26;sd=true">Roles and Responsibilities</a> (new)</td></tr><tr><td>9</td><td><a href="https://docs.google.com/presentation/d/1ZiyB_srdXOy7sGOOIbUTcw-lBLeYQ3Hr/edit?usp=drive_link&#x26;ouid=116150346640975792898&#x26;rtpof=true&#x26;sd=true">Mutual Funds Portfolio Management Strategy</a> (new)</td></tr></tbody></table>

### Health Insurance

<table><thead><tr><th width="40">No.</th><th>Links</th></tr></thead><tbody><tr><td>1</td><td><a href="https://docs.google.com/spreadsheets/d/1245n6z-TDGYmAy5HsnCSMypAaoWs823-XTNERJ9JDpk/edit?usp=sharing">Risk Management Sheet</a></td></tr><tr><td>2</td><td><a href="https://docs.google.com/spreadsheets/d/10FH9rKyTy0lCrkqk6GokELWzQUXax90i/edit?usp=sharing&#x26;ouid=116150346640975792898&#x26;rtpof=true&#x26;sd=true">Health Insurance - Comparison</a></td></tr><tr><td>3</td><td><a href="https://risk.finnovate.in/">Risk Management Micro Site</a></td></tr><tr><td>4</td><td><a href="https://risk.finnovate.in/global-health/">Global Health Insurance Page</a></td></tr></tbody></table>

### Links to Share

{% code title="Financial Fitness Quiz " %}

```
https://plan.finnovate.in/finnfit
```

{% endcode %}

{% code title="Finnovate App Download Link (Apple App Store and Google Play Store)" %}

```
https://onelink.to/kfm4ss
```

{% endcode %}

{% code title="Client Input Sheet" %}

```
https://tally.so/r/wdbxdr?rm=Yourname
```

{% endcode %}

{% code title="Life Insurance Questionaire" %}

```
https://forms.gle/AMV6TrFEYMJi8AbM8
```

{% endcode %}


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