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