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