Finnfit – Financial OPD

Do you know your net worth today? (Investments - Loans)

Yes

No

How much have you kept aside for your Retirement / Financial Freedom?

Greater than 30 times of current annual expenses

10 to 30 times of current annual expenses

Less than 10 times of current annual expenses

I have not planned for Retirement/Financial Freedom

Do you have well defined saving's target for your financial goals and are you able to track them actively?

Yes

No

How much have you put aside as your emergency fund?

0-6 months expenses

6-12 months expenses

12 months + expenses

I don't have an emergency fund

What % of your monthly income do you save regularly?

0% - 10%

10% - 30%

Greater than 30%

I don't save regularly

Have you planned your taxes well?

Yes

No

What % of your monthly income goes towards paying your EMI?

Less than 30%

30%-50%

Greater than 50%

I don't have any EMIs Debt

How much is your Family Health Insurance cover (Mediclaim)

0-5 lacs

6-25 Lacs

Greater Than 25 Lacs

I don’t have health insurance

How much is your Term Life Insurance cover ?

upto 5 times of your annual income

5 times to 10 times of your annual income

Greater than 10 times of your annual income

I don't have Term Life Insurance

Do you know the Compound Annual Growth Rate (CAGR) on your investments ?

Yes

No

What % of your annual savings are regularly invested in Equity Mutual Funds or Direct Equity or PMS ?

Less than 30%

30-60%

More than 60%

I don’t invest in equity regularly

In an emergency, can loved ones access your financial documents in under 30 minutes?

Yes

No

Do all your assets and investments have nominees and beneficiaries?

Yes

Partially

No