Financial Fitness Form

7.If YES, do you know how much insurance cover is required? * YesNo

8.Have you taken health insurance for your family? * YesNo

9.Are all your personal properties insured against disasters or calamities? * YesNo

10.What % of your monthly income [such as salary] do you always save/invest each month? * No Monthly savings.I put aside at least 25% of my take home salary every monthMy income from my existing investments can more than adequately provide for my cost of living

11.Have you identified your financial goals with amount & dates? * YesNo

12.If YES, have you planned how and when you will invest to meet your above financial goals? * YesNo

Financial Fitness – Questionnaire