Check Your Financial Quotient

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1. What Is your Present Investment Pattern?


2. Would you like to have the wisdom of personal finance books in small, easy-to-understand


3. How much of your income are you able to save?


4. What do you think is a reasonable amount you can spend per month for financial wellness?


5. How stable is your job/business/profession?


6. How many years left for your Retirement?


7. Your Loan repayments Account for what % of your family income.


8. You Invest in Rs.1,00,000 In Stock Market via Mutual Funds & Market Drops by 20% in Value in about Less than a Month’s Time. You Would…….?


9. Do you prefer learning personal finance online?


10. Would you like to have a financial coaching session to crystallize your financial goals?


11. How many Times have you borrowed or rolled over your credit card bills in the past 1-2 years


12. Which of these best describes your financial Situation?


13. Given your current financial status, can you achieve your financial goals?


14. Your total income comes from


15. Your dependents include


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