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

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

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. Do you prefer learning personal finance online?

5. Your dependents include

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

7. Which of these best describes your financial Situation?

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

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

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

11. Your total income comes from

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

13. How many years left for your Retirement?

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

15. What Is your Present Investment Pattern?