Abhiyaan Financial Fitness Test
Get ready to check your financial health !!
Email *
Your Name *
Contact Number *
Gender *

Basics  Financial Fitness
You have Personal Health Insurance greater than 10 lakhs *
5 points
You have Life / Car/ Home Insurance as required *
5 points
You have Emergency Fund = 6X Monthly Expenses in liquid assets *
5 points
You have at least 2 sources of income
 *
5 points
Your Expenses are less than 50%  of total income
 *
10 points
Your EMIs are less than 30% of take home / in hand salary
 *
5 points

Investments Assessments  
You have debt investments (eg. FDs) and/or ULIP products for more than 5 years
 *
5 points
Do you have appropriate Investments for short & medium term goals
 *
5 points
Do you have appropriate Investments for long term goals and retirement
 *
10 points
Your overall investments generate above inflation returns (i.e. greater than 6% post tax in India) ?
 *
10 points
Your Stocks & Mutual Funds generates returns above their respective Benchmark ?
 *
5 points
You regularly review and re-balance your Portfolio
 *
10 points

Money Emotions  
Do You feel happy and positive about your money, income and wealth ?
 *
10 points
Do You feel assured that you will meet your future financial goals
 *
5 points
You have a will in place and all policies, documents shared with family
5 points
Clear selection
Do you need support in improving your fitness score? *
A copy of your responses will be emailed to .
Submit
Clear form
Never submit passwords through Google Forms.
GoogleForms
This form was created inside of Abhiyaan Wealth Pvt Ltd..