My Money Investments - Financial Awareness Skill Test To Help You Guide In Making Financial Decisions.

How many years are left for you to retire ?

Already Retired Type Less than 10 years 10-20 Years 20-30 Years More than 30 years

Your loan repayment (EMI) is..... ?

Over 50% of Income 30-50% of Income 10-30% of Income Less than 10% of Income No EMI's

Your dependents includes ?

Parent, Siblings, Spouse, Children Parent, Spouse, Children Spouse, Children Spouse Only No Dependents

How soon do you need money ?

6-12 Months 1-3 Years 3-6 Years 6-10 Years After 10 Years

How many time have you borrowed or rolled over Credit Card bills in last 2 Years ?

Less than 1 time 2-5 times 6-10 times 10-15 times Never

How stable is your job / business / profession ?

Not sure if it will last May need to change soon Don't Foresee any change Doing well & expect to rise Excellent chances of growth

How much of your income are you able to save (including spouse income) ?

Less than 5% 6-10% 10-20% 20-30% More than 30%

Which of these best describes your financial situation ?

Very Unstable Needs Improvements Average Reasonable On A Solid Footing

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

Some Goals May Be Missed Will Be A Bit Of Struggle On Tracks To Achieve All Goals Planning For Goals Already Done All Goals Achieved

Your total income comes from ?

Only Business / Salary Business / Salary / Rent Business / Salary / Rent & Interest Business / Salary / Rent / Interest / Dividend Double Income / Rent / Interest / Dividend

If your investment portfolio goes down by 50%, you will....

Feel Dejected Vouch Not To Invest Again Remain Confused Not Knowing What To Do Consult Friends, Advisors To Sell Think Good Time To Increase Portfolio Already Started A SIP To Take Advantage

MY MONEY INVESTMENTS...STOP GUESSING, START KNOWING !!

Client Risk Profile

Stop Guessing, Start Knowing