Loading…

Choose the option that most accurately match you and your attitude about investing

1
Your Income Category?
This field is required.

Choose the option that most accurately match you and your attitude about investing

2
How much do you save / invest out of your income?
This field is required.

Choose the option that most accurately match you and your attitude about investing

3
How do you save from your regular income?
This field is required.

Choose the option that most accurately match you and your attitude about investing

4
What percentage of your income goes into paying various EMI
This field is required.

Choose the option that most accurately match you and your attitude about investing

5
Incase of Emergency like Job or Income Loss or Disability, how many months can you
handle without any active income
This field is required.

Choose the option that most accurately match you and your attitude about investing

6
What is the compounding annual growth rate of your income in last 5 years
This field is required.

Choose the option that most accurately match you and your attitude about investing

7
The primary reason, I take Life Insurance policies is
This field is required.

Choose the option that most accurately match you and your attitude about investing

8
I have considered the following while fixing the amount of cover on my Life insurance policies:
This field is required.

Choose the option that most accurately match you and your attitude about investing

9
How big is your Life insurance cover
This field is required.

Choose the option that most accurately match you and your attitude about investing

10
How big is your Health insurance cover
This field is required.

Choose the option that most accurately match you and your attitude about investing

11
Which kind of health cover you got
This field is required.

Choose the option that most accurately match you and your attitude about investing

12
Which investment style you use to do your investments
This field is required.

Choose the option that most accurately match you and your attitude about investing

13
I like to invest in instruments which
This field is required.

Choose the option that most accurately match you and your attitude about investing

14
How have you taken all your investment / Finance related decisions till now
This field is required.

Choose the option that most accurately match you and your attitude about investing

15
Apart from your house in which you live,which category of financial instruments have your maximum wealth
This field is required.

Choose the option that most accurately match you and your attitude about investing

16
Current value of your ten lakh rupees invested 10 years back is
This field is required.

Choose the option that most accurately match you and your attitude about investing

17
The Best investment you ever made, gave a compounding Annualised return of
This field is required.

Choose the option that most accurately match you and your attitude about investing

18
Which Strategy you have adopted while purchasing your house or car or any major investment?

(Choose the closest one)

This field is required.

Choose the option that most accurately match you and your attitude about investing

19
I am aware of and accurately calculated all financial goals and objectives in my life.
This field is required.

Choose the option that most accurately match you and your attitude about investing

20
I am aware about overall financial planning: i.e Money Management, Investments, Insurance, Retirement Planning, Legacy Planning, Tax Planning
This field is required.

Choose the option that most accurately match you and your attitude about investing

21
Upto what age would you like to work?
This field is required.

Choose the option that most accurately match you and your attitude about investing

22
Which of the following have you considered while estimating your retirement corpus?
This field is required.

Choose the option that most accurately match you and your attitude about investing

23
Which of the following would you depend on for your retirement income?
This field is required.

Choose the option that most accurately match you and your attitude about investing

24
I know the exact amount I need to fund a comfortable Retirement and have a definate plan to reach there
This field is required.

Choose the option that most accurately match you and your attitude about investing

25
How do you approach Tax Planning during the year?
This field is required.

Choose the option that most accurately match you and your attitude about investing

26
I fully utilize all Income Tax benefits, e.g. permissible deductions, available exemptions, rebates, etc
This field is required.

Choose the option that most accurately match you and your attitude about investing

27
My Tax saving investments are generating returns enough to achieve my financial Goals
This field is required.

Choose the option that most accurately match you and your attitude about investing

28
How well informed & engaged your family members are about your overall financial life

(Like your investment and Insurance details, your login IDs/passwords, how to access them, how to claim back the money)

This field is required.

Choose the option that most accurately match you and your attitude about investing

29
Do you have nominees updated in all your investments
This field is required.

Choose the option that most accurately match you and your attitude about investing

30
All my assets and accounts have joint holders
This field is required.

Choose the option that most accurately match you and your attitude about investing

31
Have you prepared a Will?
This field is required.

Choose the option that most accurately match you and your attitude about investing

32
Do you feel your financial life would have been much better & organised,if you had a good financial advisor guiding / tracking you every six months since you started your financial journey
This field is required.

Choose the option that most accurately match you and your attitude about investing

33
If you take help of financial advisor from now on, do you feel your financial life will go to next level in next 8 - 10 years with timely portfolio reviews and constant tracking monitoring of how you are doing in your financial life
This field is required.
34
Your full name:*
35
Email ID:*
36
Contact number:*

    • You have Scored % which is