TestBy Virat Vaibhav / February 20, 2025 Financial Assessment Form 1. Basic User Profile Full Name: Email Address: Q1. What is your age? Under 25 25-40 40-60 Over 60 2. Income & Expenses Q2. What is your average monthly income? --Select-- ₹0 - ₹50,000 ₹50,000 - ₹1L ₹1L - ₹3L ₹3L+ Q3. What are your fixed monthly expenses? --Select-- ₹0 - ₹25,000 ₹25,000 - ₹50,000 ₹50,000 - ₹1L ₹1L+ Q4. How much do you save/invest monthly? <10% 10-30% 30-50% >50% Q5. How many active loans or debts do you have? 0 1-2 3-5 5+ Q6. What percentage of your income goes to EMI payments? <10% 10-30% 30-50% >50% 3. Asset Ownership Q7. Do you have cash savings? Yes No Q8. Do you own real estate? Primary Residence Rental Property Vacant Land No Real Estate Q9. Do you have any of the following investments? Fixed Deposits Mutual Funds Stocks / ETFs Gold / Digital Gold Crypto / Alternative Investments Q10. What percentage of your assets are in liquid form? >50% 30-50% 10-30% <10% Q11. Do you have insurance coverage? Health Insurance Life Insurance Home Insurance No Insurance 4. Risk Analysis & Future Planning Q12. If you lose your primary income today, how long can your savings sustain you? <1 month 1-3 months 3-6 months >6 months Q13. Do you have any dependents who will inherit your assets? Yes No Q14. Do you plan to sell any assets in the next 5 years for wealth generation? Yes No Q15. Do you plan for future passive income sources? Yes No Additional Information Q16. What are your primary financial goals? (Select all that apply) Retirement Planning Buying a House Child's Education / Marriage Starting a Business Wealth Growth Emergency Fund Stability Q17. How many family members depend on you financially? 0 1-2 3-5 6+ Q18. What are your employment details? --Select-- Salaried Self-Employed Freelancer Retired / Not Working
