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My Account
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Financial Assessment Form
1. Basic User Profile
Full Name:
Email Address:
Q1. What is your age?
Under 25
25-40
40-60
Over 60
Q2. What is your employment status?
--Select--
Salaried
Self-Employed
Freelancer
Retired / Not Working
Q3. How many family members depend on you financially?
0
1-2
3-5
6+
Q4. What are your primary financial goals?
Retirement Planning
Buying a House
Child's Education
Starting a Business
Wealth Growth
Emergency Fund
2. Income & Expense
Q5. What is your average monthly income?
--Select--
₹0 - ₹50,000
₹50,000 - ₹1L
₹1L - ₹3L
₹3L+
Q6. What are your fixed monthly expenses?
--Select--
₹0 - ₹25,000
₹25,000 - ₹50,000
₹50,000 - ₹1L
₹1L+
Q7. How much do you save/invest monthly?
Less than 10%
10-30%
30-50%
More than 50%
Q8. How many active loans or debts do you have?
0
1-2
3-5
5+
Q9. What percentage of your income goes into EMI payments?
Less than 10%
10-30%
30-50%
More than 50%
3. Asset Ownership
Q10. Do you have cash savings?
Yes
No
Q11. Do you own real estate?
Primary Residence
Rental Property
Vacant Land
No Real Estate
Q12. Do you have any of the following investments?
Fixed Deposits
Mutual Funds
Stocks / ETFs
Gold
Crypto
Q13. What percentage of your assets are in liquid form?
More than 50%
30-50%
10-30%
Less than 10%
Q14. Do you have insurance coverage?
Health Insurance
Life Insurance
Home Insurance
No Insurance
4. Risk Analysis & Future Planning
Q15. If you lose your primary income source today, how long can your savings sustain you?
Less than 1 month
1-3 months
3-6 months
More than 6 months
Q16. Do you have any dependents who will inherit your assets?
Yes
No
Q17. Do you plan to sell any assets in the next 5 years?
Yes
No
Q18. Do you plan for future passive income sources?
Yes
No
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