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1. Given your current financial status, can you achieve your financial goals?
2. How stable is your job/business/profession?
3. 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…….?
4. Your Loan repayments Account for what % of your family income.
5. How many years left for your Retirement?
6. Would you like to have the wisdom of personal finance books in small, easy-to-understand
7. Your dependents include
8. Do you prefer learning personal finance online?
9. Which of these best describes your financial Situation?
10. What Is your Present Investment Pattern?
11. How much of your income are you able to save?
12. Would you like to have a financial coaching session to crystallize your financial goals?
13. Your total income comes from
14. What do you think is a reasonable amount you can spend per month for financial wellness?
15. How many Times have you borrowed or rolled over your credit card bills in the past 1-2 years
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