CHECK YOUR FINANCIAL QUOTIENT

Check Your Financial Quotient

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

 
 

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

 
 
 
 
 

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

 
 

4. Your total income comes from

 
 
 
 
 

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

 
 
 
 
 

6. How many years left for your Retirement?

 
 
 
 
 

7. Which of these best describes your financial Situation?

 
 
 
 
 

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

 
 
 

9. What Is your Present Investment Pattern?

 
 
 
 
 

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

 
 
 
 
 

11. Do you prefer learning personal finance online?

 
 

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

 
 
 
 
 

13. Your dependents include

 
 
 
 
 

14. 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…….?

 
 
 
 
 

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

 
 
 
 
 

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