Financial Health Check Welcome to your Financial Health Questionnaire. *Please Enter your correct email to get result. Name Email Mobile City Profession I convert my savings into investments on a regular basis. I do not let my savings lie idle in a bank account. Never Rarely Sometimes Mostly Always I organize and protect all my financial statements and online login details securely. Never Rarely Sometimes Mostly Always I am aware of the charges by insurance, mutual fund and credit card companies for the various products I have taken. Never Rarely Sometimes Mostly Always I am aware of how my employment benefits like PF, Gratuity, Group Insurance, etc are structured. Never Rarely Sometimes Mostly Always I am aware of all the income tax exemptions & deductions available for me and I try to utilize all of the applicable ones. Never Rarely Sometimes Mostly Always I know my family's actual monthly & annual expenses and we follow a budgeted expenditure plan. Never Rarely Sometimes Mostly Always I have calculated and am well aware of my net worth (all assets minus all liabilities). Never Rarely Sometimes Mostly Always I have an emergency fund set aside to be prepared for job/business loss and medical emergencies. Never Rarely Sometimes Mostly Always I have a health Insurance cover for myself and my family members. Never Rarely Sometimes Mostly Always I have a term insurance life cover which is good enough for my family in my absence. Never Rarely Sometimes Mostly Always I have identified my financial goals with specific amounts and target dates. Never Rarely Sometimes Mostly Always I always make all my investments with a purpose or for a future goal. I do not invest on an ad-hoc basis. Never Rarely Sometimes Mostly Always I have a consolidated portfolio of Mutual Funds, Insurance, Deposits, Stocks & other investments. Never Rarely Sometimes Mostly Always I am aware of how much funds I require to retire peacefully and manage the expenses for 25-30 years. Never Rarely Sometimes Mostly Always I review performance of all my investments regularly (at least once a year). Never Rarely Sometimes Mostly Always I am sure that all my investments are nominated to the person of my choice. Never Rarely Sometimes Mostly Always I have made a proper Will and I am sure of how my assets will be distributed in case of my untimely death. Never Rarely Sometimes Mostly Always I regularly contribute to charitable causes every year for those who are not as fortunate as I am. Never Rarely Sometimes Mostly Always I involve my spouse/close family members in all money related decisions and they are well aware of its relevance to our family. Never Rarely Sometimes Mostly Always I regularly Invest in myself to upgrade my skills and knowledge which helps me in my career growth. Never Rarely Sometimes Mostly Always Time's up
