How much do you save/invest out of your income (apart from EMI)? *Please choose an optionNothingLess than 20%21-40%41-60%More than 60%We dont count EMI as your investmentsWhen you think about your "Money Matters" – How do you feel? *Please choose an optionProudStressedHappyLeft Out Compared to Others3 – Your Gender* *Please choose an optionMaleFemaleOtherEnter Your Name *Can you guess which category your Score will fall into? *Please choose an optionWorst (0-20)Bad (21-40)Average (41-60)Good (61-80)Excellent (81-100)How do you define your income? *Please choose an optionLow Income / No IncomeAverage IncomeGood IncomeVery Good IncomeExtremely high IncomeYour Job/Business is related to *Please choose an optionTravel & TourismSoftwareFinanceFamily BusinessEntertainmentManagementHealth CareReal EstateFood & HotelAgricultureEngineeringBPO &Call CenterGovt JobLegalTeachingHuman ResourceCA/CS AccountingOthersIncase of job loss, how many months can you handle without any active income? *Please choose an optionCant Survive even a month1-3 months3-12 monthsMore than 12 monthsWill you or your spouse get any inheritance from your families? *Please choose an optionYes – A lot of wealthYes – but not too much wealthIts complicated – Better I do not consider it!Not at allYour Income Category? *Please choose an optionVery High Earner (40+ lacs a year)High Earner (25-40 lacs a year)Good Earner (15-25 lacs a year)Decent Earner (5- 15 lacs a year) EAverage Earner (Less than 5 lacs a year)Not earning at the momentHave you invested in traditional insurance plans? *Please choose an optionNeverYes – Many policiesYes – 1-2 policiesExample – Moneyback / Endowment / Children PlansHow Big is your Life Insurance Cover? *Please choose an optionMore then 30 times my yearly expenseMore then 20 times my yearly expenseMore then 10 times my yearly expenseLess then 10 times my yearly expenseNo life cover at allI don’t have life insurance requirementWhats your age? *How well informed & engaged are your family members about your overall financial life (things like your investment & Insurance details, what are login/passwords, how to access them, how to claim back the money)?Please choose an optionMy Family has has 100% idea of everythingMy Family has good enough idea of everythingMy Family has very limited informationMy Family has NO IDEAHow well are you spending your money on meaningful things in life & creating memories for yourself and your family? Rate on the scale of 1-10!Please choose an option1 to 44 to 77 to 10How big is your Health Insurance cover?Please choose an optionLess than 5 lacs5-10 lacs11-20 lacsI dont need health insurance, I have enough money to pay my billsWhich kind of health insurance cover you have?Please choose an optionNo health insuranceOnly Company CoverMy personal policyI dont need health insurance, I have enough money to pay my billsWho all are covered in your health insurance policies?Please choose an optionAs I said, I dont have health insuranceOnly me (I am Unmarried)Only me (I am Married)Me + Spouse/Kids + ParentsHow have you taken all your investment/finance related decisions till now?*Please choose an optionI have a dedicated Financial Advisor to consult and track my progressMostly took all decisions from “tax-saving” in mindI did it myself with careful analysis & planning and after proper calculations in place!I just went with the flow and took all random decisions without much planningHow do you rate your Health?*Please choose an option345Your Email? (for sending copy of all your answers)*What percentage of your income goes into paying various EMI's?*Please choose an optionI dont have any EMILess than 20%21-60%More Than 60%What kind of investor have you been till now?*Please choose an optionI have taken some actions, but nothing at serious levelI don’t have time, hence I am not taking any actionsI lack knowledge/confidence, hence no actions till nowEvery thing is going fine, but I want to go to next levelHow do you rate your future Income stability and Income Growth prospects out of 10?*Please choose an option0 to 45 to 78 to 10At which age did you start earning?*1 to 15 year16 to 30 year31 to 51 yearWhen did you do any kind of charity (helping financially)?*Please choose an optionNever in my life1-2 times in my lifeCharity is regular part of my lifeMy finances are bad, I cant do any charityIf you lose your job, How confident are you of getting the same/more income in your next job or business?*Please choose an optionVery ConfidentConfidentI am jobless right now!How has been your investment journey till date?*Please choose an optionI have some investments here & there, but all random & unfocusedI have created a big portfolio with regular investmentsI have almost ZERO savings till date, and I am in a messI just have a very small portfolio, which has just got created out of “tax saving”Your City? This question is required.*Please choose an optionBangaloreMumbai/Navi-MumbaiPuneOtherHow is your overall wealth (your net-worth value) moving from last few years?Please choose an optionGoing upGoing DownI have ZERO WealthApart from your house in which you live, which category of financial instruments have your maximum wealth?Please choose an optionGold/SilverEquity Mutual Funds / StocksCash in BankOtherHow big is your spouse/alternate income?*Please choose an optionMore than 50% of my income20%-50% of my incomeLess than 20% of my incomeZEROYour Family Structure (apart from Parents)?*Please choose an optionMarried with 1 kidMarried with 2 kidSingle ParentMarried without KidsHappily singleHow happy are you in life on the scale of 0-10?*Please choose an option0 (unhappy)1-5 ( doing good)6-10 (very happy)What's the status of your long term goals like retirements and children education goals?*Please choose an option100% on track60% on track40% on trackDo you feel your financial life would have been much better & organised, if you had a good financial advisor guiding/tracking you every 6 months since you started your financial journey?Please choose an optionStrongly AgreeAgreeDisagreeDo you have nominees updated in all investments?Please choose an optionNot at allSome of my investmentsYes – All of themI don’t know what does nominee mean!Have you created your WILL?TPlease choose an optionNoYesWont be creating in future also !If you take help of a financial advisor from now on, do you feel that your financial life will go to next level in next 8-10 yrs with timely portfolio reviews & constant tracking/monitoring of how you are doing in your financial life?Please choose an optionStrongly AgreeAgreeNot sureStrongly DisagreeHow was this health checkup quiz?Please choose an optionGoodAmazingI hate itok okWhat was your biggest learning/insight after taking this test? (OPTIONAL)We are done with all questions!Show my scoreLet me call you back … Share your Phone/Whatsapp numberWhat exactly you are looking for?Retirement PlanningSerious Wealth CreationFinancial PlanningInvest in Mutual FundsWhen shall we give you a call for 15-20 min?Please choose an option10-12 am12 – 4 pm4 – 7 pmAnytime between 10 am – 7 pmNone of theseSend Message
