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Financial Health Check
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* Indicates required question
Email
*
Your email
Name
Your answer
Mobile Number
Your answer
Net take home Family income (monthly)
Your answer
Your age group—you age is between
*
25 yrs to 35 yrs
36 yrs to 45 yrs
46 yrs to 55 yrs
56 yrs to 65 yrs
Number of Dependant Family Members on Your Income
*
Two
Four
Six
Eight
Earning Members in the Family
*
One
Two
Three
All
Emergency Fund
In Case of Un-usual Situation, How Many Months You Can Survive Without RegularFamily Income
*
One month
Three to six months
Six to nine months
Nine to twelve months
Risk Management
Please provide details as follows---
Health insurance --- Sum insured
Your answer
Disability insurance --- Sum insured
Your answer
Life Insurance Total --- Sum Insured
Your answer
Per month EMI Total amount of EMI per month
Your answer
Per Month Savings and Investment Total Amount of Per Month Savings and Investment
Your answer
Do you have a written financial plan??
Yes
No
Clear selection
Do you have a wriiten WILL for distribution of your wealth?
Yes
No
Clear selection
Who is your financial advisor?
Banker, Tax Consultant
Broker, Insurance Agent
Family Guardian and Friends
Qualified Financial Planner( CFP)
Clear selection
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