CHECK YOUR FINANCIAL QUOTIENT

Check Your Financial Quotient

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

 
 
 
 
 

2. Which of these best describes your financial Situation?

 
 
 
 
 

3. What Is your Present Investment Pattern?

 
 
 
 
 

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

 
 

5. 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…….?

 
 
 
 
 

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

 
 
 
 
 

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

 
 
 
 
 

8. Your total income comes from

 
 
 
 
 

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

 
 
 

10. Your dependents include

 
 
 
 
 

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

 
 
 
 
 

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

 
 

13. Do you prefer learning personal finance online?

 
 

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

 
 
 
 
 

15. How many years left for your Retirement?

 
 
 
 
 

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