Financial Wellbeing Checkup

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Financial Wellbeing Checkup Questionnaire

Your Details

Name

Email

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Date of Birth

Section 1: Your Financial Habits

Q1. I channelize savings into investments on a regular basis. They don’t lie idle in bank savings account.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q2. I organize and protect all my financial statements and online login details securely.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q3. I am aware of charges by insurance, investment and credit card companies for the various products I have taken.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q4. I am aware of how my employment benefits like PF, Superannuation, Gratuity, Insurance are structured.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q5. I am aware of all the income tax exemptions & deductions available for me and I am utilizing them.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q6. I know my family's actual monthly & annual expenses and we follow a budgeted expenditure plan.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q7. I have calculated and know my networth (all assets minus all liabilities).

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q8. I have a emergency fund set aside to be prepared for job/business loss and medical emergencies.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q9. I have a health Insurance cover for myself and my family members.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q10. I have a term insurance life cover which is good enough for my family in my absence.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q11. I have identified my financial goals with specific amounts and dates.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q12. I always make all my investments with a purpose/for a future goal. Not on an ad-hoc basis.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q13. I have a consolidated portfolio of Mutual Funds, Insurance, Deposits, Stocks & other investments.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q14. I am aware of how much funds I require to retire peacefully and manage the expenses for 25-30 years.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q15. I review performance of all my investments regularly (at least once a year).

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q16. I am sure that all my investments are nominated to the person of my choice.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q17. I have a Will in place and I am sure of how my assets will be distributed in case of my untimely death.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q18. I do some kind of a charity every year for those who are not as fortunate as I am.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q19. I involve my spouse in all money related decisions and she/he is aware of its relevance to our family.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Q20. I regularly Invest in myself to upgrade my skills and knowledge which helps me in my career growth.

I Strongly Do I Do I Somewhat Do I Don't I Strongly Don't

Calculating your Financial Wellbeing Score...

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Each goal may have a different time horizon and risk tolerance. Goal-based investing allows for a customized asset allocation strategy that takes into account the specific requirements of each goal. For example, a long-term goal like retirement can afford a higher allocation to growth-oriented assets, while a short-term goal like buying a car may require more conservative investments.

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