Question 11
Question 22
Question 33
Question 44
Question 55
Question 66
Question 77
Question 88
Question 99
Question 1010
Question 1
, How much % of your monthly income you invest for long term goals?
No Investment
0 - 20% of monthly income
21 -40% of monthly income
41 - 60% of monthly income
> 60% of monthly income
, What is your monthly EMI ?
No loans
0 - 20% of monthly income
21 - 40% of monthly income
41 - 60% of monthly income
> 60% of monthly income
, What is the balance lying in your emergency fund ?
6 months or more
3 - 5 months
1 - 2 months
1 - 4 weeks
No emergency fund balance
, How many family members are dependent on you ?
No one
1 - 2
3 - 5
More than 5
, How much health insurance cover you have taken for your family.
No health insurance
0 - 5 lacs
5 - 10 lacs
10 - 20 lacs
> 20 Lacs
, How much is your life Insurance coverage ?
No life insurance
0 - 25 lacs
25 - 50 lacs
50 lacs - 1 crore
> 1 crore
, How long have you been investing?
No investments
1 -3 years
3 - 5 years
5 - 10 years
> 10 years
, I am Financially secured
Agree
Agree somewhat
Neither agree nor disagree
Disagree somewhat
Disagree strongly
, Excluding your primary residence, in which category of financial instruments do you hold the most significant portion of your wealth?
I have no other savings
Gold/Silver
Cash in Bank / Fixed Deposits / PPF/ Bonds
Real Estate ( Other than own House / Office)
Equity Mutual Funds / Stocks / PMS / AIF
, How well do your family members understand and actively participate in managing your complete financial affairs?
My family has complete idea
My family has good enough idea of everything
My family has very limited information
My family has no idea