Questionnaire for Personal Financial Planning

Given below are the details required for Personal Financial Planning covering various aspects viz. Personal Profile, Investment Objectives, Insurance & Tax Planning and Risk Assessment. Kindly provide as much details as possible. This will help in designing your financial plan as correctly as possible.

Personal Profile

• What is your age and educational background
• Details of your family
• Details of your professional experience
• What are your income levels and savings
• Do you have any liabilities
• At what age would you like to retire and what monthly expenses would you be comfortable with then.

Investment Objectives

• Do you have any specific financial needs
• How much amount you want to invest
• Will the investment be regular or one-time investment
• How long are you likely to remain invested
• Details of your present investments
• What asset allocation do you want

Insurance & Tax Planning

• Do you have any insurance & mediclaim policies
• Does your employer offer you any policies
• How much insurance do you feel you require
• What is your average tax liability
• How are you presently planning you tax

Risk assessment

• Are you willing to take risk in equity
• If yes, what % of your total investment can you consider investing in equity
• What is your risk appetite. How will it emotionally and financially affect you if your investment depreciated by say 30%.
• Rate the following on a scale of 1-5 (low to high)

Note :  Financial Planning is a very personalized affair. The above questionnaire is therefore only a representative. Kindly provide additional information, if any, which you think could have bearing on your financial planning.

(Kindly copy the Questionnaire, fill-up and e-mail to us)