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  1. What is your age group:
Above 50 yrs
Between 40yrs -50yrs
Below 40 yrs
  2. What is your annual income:
Below Rs. 5,00,000/-.
Rs. 5,00,000 – Rs.10,00,000/-.
Over Rs. 10,00,000/-.
  3. For how many years do you expect to have others dependent on you for financial support?
More than 10 years.
Upto 10 years.
I don’t have any Dependent
  4. My current and future income sources (Example, salary, business income,etc..) are:
Very Stable.
  5. What is the level of savings and other assets do you have now?
Very Low.
On Track.
  6. Which of the following best describes you?
I am Conservative & worry about money.
I like things to go according to my plans.
I am comfortable in taking a calculated risk with money.