Number of dependants you support financially (other than yourself)
Total Sum assured of all the Life insurance policies you have taken is __times your annual expenses including EMIs, if any
What percentage of your income do you manage to save
What percentage of your post tax income is used for repayment of debt
Your net assets (total assets less liabilities) lies in the range of
Do you own a house property
What is the size of your emergency fund
Expected expenditure on your life goals (like daughter’s marriage, house property etc) in next 5 years is
Number of years left to retirement
Do you expect to maintain your current living standard after retirement
How secure are your future sources of income (employment, business, etc)
Do you expect your income to
If you win Rs. 1,00,000 in a quiz contest, would you
You have saved a long while to buy an expensive car. A week before you buy the car, you lose your job. Would you:
If the value of your investments drop by 10% in a year would you immediately switch to all cash
You prefer having your savings in the bank and do not mind a return of 3.5% per annum
While making an investment, I plan to hold the investment for
I would invest in a mutual fund based on
When it comes to investing, how do you rate your financial quotient on a scale of 1 – 10
How do you interpret the word risk
Which of the following portfolios would you like to invest in
What would you prefer