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Questionnaire

Financial Planning

Questionnaire

finance Planning

1. Household’s Information

2. Employment Details

Government Sector
Private Sector
Self Employed
Homemaker
other
Spouse’s Employment Status:

3. Dependent Details

Number of Dependents

Profile of Dependents

Relationship

Age

Relationship

Age

Income Details

5. Assets Owned

6. Type of Financial Assets Owned

7. Insurance Policies Held (Life Insurance)

8. Insurance Policies Held (Non-Life Insurance)

9. Liabilities

Category

Loans

Housing Loan

Vehicle Loan

Education Loan/ Personal Loan

Credit Cards/Other Loans

* EMI: Equated Monthly Installments

Marriage(Self/Dependents)

Hospitalization/Medical

10. Financial Assets accumulated

Please tick in the appropriate box in the related category

Category

Please indicate level of Investment accumulated till date

Mutual Funds

FD/RD/ Bonds

Provident Fund account

Public Provident Fund (PPF account)

Pension Fund account

Stocks & Equity shares

Gold/Precious Metals/ Jewellery

Any Other (please specify)

11. Regular Investments & Expenses

Please indicate your regular flow of investments out of your monthly income and expenses under major heads as follows:

Category
Investment Portfolio

Amount committed (Rupees)

Nature of Transaction State whether ….(tick appropriate box)

Mutual Funds

Fixed/Recurring deposit

Provident Fund account

Pension Fund account

PPF account

Stocks & Equity shares

Any Other (please specify)

Expenses

Household Expenses

Following are My Major Financial Objectives

(Please indicate priority from1-5, 1 being lowest and 5 being highest)
Ensure a comfortable Retirement
Buy a House
Provide for child’s/children’s Education costs
Provide for child/ren’s Marriage
Achieve growth in investments
Buy a Car
Protect income in the event of death/disability
Reduce Income-tax
Reduce Housing/Other Loans
Reduce Credit Card liability and other Personal Expenses
Ensure Assets are passed on smoothly to dependents
Protect Income/Assets from Inflation

13. I consult the following when taking my financial decisions

I consult the following when taking my financial decisions

14. Please choose the options that best describes your position:

1. What percentage of your monthly salary/Income do you save?
2. How do you save from your regular income?
3. How do you spend?
4. My mode of spending is:
5. My Income-Expenses experience in the recent past is:
6. For big asset purchases like house, car, my tendency is:
7. For purchsing white goods, furniture or electronic items, I shall
8. My savings generally are used to
9. I like to invest in instruments which
10. What percentage of your monthly/income salary is used to repay loans?
11. Who can you depend on if you face a financial emergency?
12. What of the following have you provided towards Emergency Fund to meet exigencies like loss of job, hospitalization, etc.:
13. Suppose you are participating in a contest where you have reached a stage assuring cash prize of Rs. 1 Lakh, which of the following stages would you pay?
14. You have invested Rs. 50,000 each in two stocks A and B. After 1 month you observe that A has gone up to Rs. 60,000 but B has declined to Rs. 35,000. You would .
15. Suppose you have got Rs. 10 Lakh in Bonus or other benefits. Which of the following would best represent your utilization of the same?
16. I take Life Insurance policies primarily towards
17. While taking Life Insurance policy, my objective is to
18. I have considered the following while fixing the amount of cover on my Life Insurance policies:
19. I have taken the following insurance of my vehicle:
20. I have taken a health cover (medical insurance) for myself/family in order to
21. I have taken the following additional insurance for my assets (tick as many applicable):
22. Upto what age would you like to work?
23. What amount of pension would you need after retirement?
24. Which of the following have you considered while estimating your retirement corpus?
25. Which of the following would you depend on for your retirement corpus?
26. Where would you invest your retirement corpus accumulated?
27. How do you approach Tax Planning during the year?
28. Do you fully utilize Income Tax benefits, e.g. deductions from salary/income, rebates, etc.?
29. When making various investments, which of the following parameters you focus on?
30. I am aware of the following (please select as many as applicable in your case):
31. I have the following in Joint names (please select as many as applicable in your case):
32. I have availed of the nomination facility in respect of the following (please select as many as applicable in your case):
33. Have you prepared a Will?
34. Which of the following vital information is in the knowledge of your spouse/family members?(please select as many as applicable in your case)

After going through the above, you have a fair idea of how a Financial Planner structures your finances in alignment with your financial goals.

15. Would you like to seek professional help from Intactfin & Insurance Marketing LLP to streamline your finances through a structured Financial Plan for your family?