info@srgwealth.in
+91 99464 85877
Name
Mobile Number
Email ID
Do you have any one who depends on you financially? —Please choose an option—YesNo
Do you have life insurance coverage for at least 20 times of your annual income? —Please choose an option—YesNo
Do you have health insurance for yourself and all your dependents? —Please choose an option—I don’t have health insuranceI have health insurance provided by my employerI have personal health insuranceI have both personal and employer provided insuranceI have health insurance provided by Central or State government
How well can you handle sudden, unexpected expenses? —Please choose an option—I cannotI can handle small emergency expensesI am confident of handling financial emergencies
Is the total EMI you pay towards the home loan, car loan, personal loan, greater than 40% of your monthly take home pay? —Please choose an option—YesNoI do not have any debt
Do you create budget for your income? —Please choose an option—YesNo
Have you shared the investment details with your spouse/ family? —Please choose an option—YesNo
In case of job loss how many months of your regular expenses you can bear without having any fresh income? —Please choose an option—I am fully depended upon monthly income1 to 3 months4 to 6 months7 to 12 monthsMore than 12 months
What percentage of your monthly income are you able to save or invest? —Please choose an option—I am not able to save anything1% – 20%21% – 40%41% – 60%More than 60%
Are you happy with the performance of your investment? —Please choose an option—I do not have any investmentNot sure about performance of my investmentNo, Performance of my investments are very badMy investments are average performersYes, all my investments are performing well
Do you know the investment which will give average 14% for a long period of 10 years? —Please choose an option—YesNo
