1.Personal Profile
...............................................................................
* Compulsory Fields
Name:
*
Age
*
E-mail ID:
*
Mobile No:
*
Gender
Male
Female
Martial Status:
Married
Unmarried
Address
*
2.Nature of occupation :
Service
Business
Profession
3.Company :
company
4.Annual Income :
Below Rs3.0 L
Rs3.0 L to Rs 5.0 L
Rs .5.0 to Rs.10.0 L
More than Rs. 10.0 L
5.Savings as a proportion of the income :
<20%
20%-40%
>40%
6.In which of the following avenues have you invested?
Liquid Funds
Bonds
Post office saving schemes
Provident Funds
Mutual Funds
Equities
Fixed Deposits
Insurance
Others
7.Which among these financial goals will be applicable to you?
Purchase of a house
Planning for your children's education
Planning for marriage - Self/Children
Planning for your retirement
Planning for a vacation
Others
8.Have you taken necessary steps to achieve each of these goals?
Yes
Partly Yes
No
9.Will you be interested in a personalized service which helps you indentify your goals and provides a road map towards your goals?
Yes
No
10.Are you willing to pay for a quality advice and personalized service ?
Yes
No
