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