CHECK YOUR FINANCIAL QUOTIENT

Check Your Financial Quotient

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

 
 
 
 
 

2. What Is your Present Investment Pattern?

 
 
 
 
 

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

 
 

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

 
 
 
 
 

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

 
 

6. Your dependents include

 
 
 
 
 

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

 
 
 
 
 

10. Your total income comes from

 
 
 
 
 

11. Do you prefer learning personal finance online?

 
 

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

 
 
 
 
 

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. Which of these best describes your financial Situation?

 
 
 
 
 

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

 
 
 
 
 

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