CHECK YOUR FINANCIAL QUOTIENT

Check Your Financial Quotient

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1. What Is your Present Investment Pattern?

 
 
 
 
 

2. Do you prefer learning personal finance online?

 
 

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

 
 
 
 
 

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

 
 

5. Your dependents include

 
 
 
 
 

6. 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…….?

 
 
 
 
 

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

 
 
 
 
 

8. Your total income comes from

 
 
 
 
 

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

 
 
 
 
 

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

 
 
 

11. How many years left for your Retirement?

 
 
 
 
 

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

 
 

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

 
 
 
 
 

14. Which of these best describes your financial Situation?

 
 
 
 
 

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

 
 
 
 
 

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