Q1. What is your monthly income scale?

1   /   12

Q2. How many family members/dependents are you responsible for?

2   /   12

Q3. What scale of your household income is spent on monthly payments of liabilities (such as EMI, rent, mortgage or loans)?

3   /   12

Q4. Do you and your family members have active health insurance?

4   /   12

Q5. Do you and your family members have active life insurance (such as term plan, critical illness plan, etc.) ?

5   /   12

Q6. What financial impact did COVID-19 have in your household?

6   /   12

Q7. How frequently do you or your family members visit the doctors?

7   /   12

Q8. Do you or your family members battle any critical illnesses? (such as arthritis, mild colestrol, obesity, allergies, glaucoma, etc.)

8   /   12

Q9. Are you financially prepared to takecare of the rising treatment cost towards any critical illnesses?

9   /   12

Q10. In case of any unforeseen situation, how long can you and your family sustain on your liquid savings?

10   /   12

Q11. How many long-term investments do you have which can safeguard any future needs, for you or your family? (Select one or more)

11   /   12

Q12. Are your dependents/nominees aware about your investments?

12   /   12

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Disclaimer:

This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.