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EzyWise Services

Start your Financial Health Checkup -

Find out your financial scores on the scale of 0-100? This test will ask questions related to your financial situation and money attitude to do a detailed analysis of where you stand in your financial life!

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We'd love to address you by name! What's the best way to call you? ^*

Full Name ^*

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Thanks, ___ Where do you live? ^*

Own a House

Parental House

Rental house

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How much do you save/invest out of your income (apart from EMI)? ^*

Nothing

Less than 20%

21-40%

41-60%

More than 60%

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When you think about your "Money Matters" - How do you feel?* ^*

Stressed

Let Out compared to others

Happy

Proud

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Your Gender ^*

Male

Female

Others

Prefer not to say

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Could you share Your Income Category? ^*

Less than 5+ Lacs a year

5-15 Lacs a year

15-25 Lacs a year

25-50 Lacs a year

50 Lacs- 1 Crore a year

1 Crore + a year

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Your Job/Business is related to ^*

Salaried

Self Employed

Business

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In case of Job/Business loss, how many months can you handle without any active income? ^*

Can't Survive even a month

1-3 months

3-12 months

More than 12 months

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Do you have any other income source, spouse/alternate income? ^*

ZERO

Less than 20% Income

More than 50% of My Income

20-50% of my Income

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Are you married? ^*

Yes

Separated

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Will you or your spouse get any inheritance from your family? ^*

Yes, A lot of wealth

Not at all

Yes, but not too much wealth

Its complicated - Better I do not consider

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Have you invested in traditional insurance plans? ^*

Example - Moneyback / Endowment / Children Plans / Ulips

Never

Yes - 1-2 Policies

Yes - Many Policies

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How Big is your Life Insurance Cover? ^*

Example - Term Plan

More than 30 times my yearly expense

More than 20 times my yearly expense

More than 10 times my yearly expense

Less than 10 times my yearly expense

No Life cover at all

I dont have life insurance requirement

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Hey ___ Would you mind telling us your age ^*

Only we will save it to make the Best Financial Future for you

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How well are you spending your money on meaningful things in life & creating memories for yourself and your family? Rate on the scale of 1-10! ^*

Mainly taking enough vacations, spending on your hobbies, spending on what and your family loves doing, enjoying life and things like that!

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How big is your Health Insurance cover? ^*

No Health Insurance

Less than 5 Lacs

5-10 Lacs

11-20 Lacs

More than 20 Lacs

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Which kind of health insurance cover you have? ^*

Only Company cover

My personal policy

Company cover + personal policy

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Who all are covered in your health insurance policies? ^*

Only me (I am Married)

Only me (I am unMarried)

Me + Spouse/kids

Me + Spouse/kids + parents

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At what age do you start earning? ^*

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How have you taken all your investment/finance related decisions till now? ^*

I just went with the flow & took random decisions without planning

Mostly took all decision from "tax-saving" in mind

I have Friend/Family member for Advise

My CA/Advcocate decides my investments

I did it myself with careful analysis & planning

I have a dedicated financial advisor to consult & track progress

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What percentage of your INCOME goes into paying various EMIs? ^*

I dont have any EMI

Less than 20%

21-40%

41-60%

More than 60%

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What kind of investor have you been till now? ^*

I lack knowledge/confidence, hence no actions till now

I have decent knowledge, but I fail to take actions

I don't have time, hence I am not taking any actions

I have taken some actions, but nothing at serious level

Every thing is going fine, but I want to go next level

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How do you rate your future Income stability and Income Growth prospects out of 10? ^*

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If you lose your Job/Business, how confident are you of getting the same/more income in your next job or business? ^*

Confident

Very Confident

Not Confident at all

I might not even get another job for very long time

I am jobless right now

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Your City? ^*

Pune

Delhi NCR

Chennai

Mumbai

Kolkata

Ahmedabad

Out of India

Chandigarh

Hyderabad

Bangalore

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How is your overall wealth (your net-worth value) moving from last few years? ^*

Going Up

I have ZERO wealth

Going Down

Its not going anywhere

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Apart from your house in which you live, which category of financial instruments have your maximum wealth? ^*

Select Multiple options

Cash in Bank

Insurance Policies

Gold/Silver

Equity/Mutual Funds/Stocks

Debt Mutual Funds

Real Estate

I have no other savings

Fixed Deposits

Other

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Kindly share the number of dependents? ^*

In case of no dependents then add 0.

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What's the status of your long-term goals, like retirement and children's education goals? ^*

100% on track

80% on track

60% on track

40% on track

20% on track

Not even started

Never thought about these goals

These goals are not applicable on me

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Do you feel your financial life would have been much better & organised, if you had a good financial advisor guiding/tracking you every 6 months since you started your financial journey? ^*

Strongly Agree

Agree

Not sure

Disagree

Strongly Disagree

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Do you have nominees updated in all investments? ^*

Example - Your EPF, PPF, Fixed Deposits, Mutual Funds, Real Estate, Bank Accounts

Not at all!

Some of my investments

Most of my investments

Yes - All of them

I don't know what a nominee means!

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Have you created your WILL? ^*

Yes

Thinking of creating

Wont be creating in future also

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Kindly share your working WhatsApp phone number ^*

No Spam! Promise

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How was this Financial Health checkup quiz? ^*

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What was your biggest learning/insight after taking this test? (OPTIONAL)

Just Press enter if you don't want to say anything!

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Thank you! Based on your response 🙌

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Welcome back! Loading your previous answers...

EzyWise Services

Start your Financial Health Checkup -

How well are you spending your money on meaningful things in life &amp; creating memories for yourself and your family? Rate on the scale of 1-10! *

How do you rate your future Income stability and Income Growth prospects out of 10? *

How was this Financial Health checkup quiz? *

Thank you! Based on your response 🙌

How well are you spending your money on meaningful things in life & creating memories for yourself and your family? Rate on the scale of 1-10! ^*

How do you rate your future Income stability and Income Growth prospects out of 10? ^*

How was this Financial Health checkup quiz? ^*