Advanced Online servey form in Mumbai-Navi Mumbai

Call Us: +91 7208810886

Email: [email protected]

Survey Location

Survey Date

Survey By

Full Name*

Date of Birth*

Mobile No(+91)*

Email id*

Employer Name*

Residence Location/Address*

1) I have life insurance cover of at least 10 times of annual income.

Yes No

____________________

2) I have health insurance Cover of at least 2 times of annual income.

Yes No

____________________

3) I know how long i can manage with my monthly expenses if i suffer from a prolonged illness or disability.

Yes No

____________________

4) I have sufficiently plan for my child's higher education and future goal.

Yes No

____________________

5) I have retirement corpus, that will generate at least a post determine income equivalent to my current salary.

Yes No

____________________

6) My home loan and other liabilities will be completely paid off in the event of my death permanent disability

Yes No

7) If I were to lose my job now,i have enough savings to provide for at least 6 months of day to day expenses and EMIs

Yes No

____________________

8) If i were to sell my house now, i would have more than enough money payoff outstanding loans

Yes No

____________________

9) I have a trusted financial advisor who looks after my financial goal planning

Yes No

____________________
____________________

Which car/ two wheeler do you own

Make Model

Due Insurance Month

Select Your life Goal

My Dream Home

My Child's Education

My Child's Wedding

Worry Free Retirement

Wealth Creation

My Dream Car

My Startup Venture

Contact Us

Address:
Office No. 22,
1st Floor, Sky Lark Building,
Plot No. 63, Sector 11,
CBD Belapur, Navi Mumbai, Pin: 400614.
Phone: +91 7208810886
Email: [email protected]

Financial Goal Index Questionnaire

Select Your life Goal

My Dream Home

My Child's Education

My Child's Wedding

Worry Free Retirement

Wealth Creation

My Dream Car

My Startup Venture

Categories

Contact Us