Will you reach your financial goals?
Will you be able to achieve your key long term financial goals? Your approach to planning for important milestones may contain the answer. Let us know how you are working towards your goals in this short survey.
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*必填
How have you planned for critical life goals? (more than five years away)
*
Have separate investments targeting each goal
Invest towards one common pool from which to fund each goal
How do you typically invest towards these goals?
*
Regular monthly SIP contributions in mutual funds
Mix of regular SIPs with occasional lumpsum investments
Occasional lumpsum investments in other avenues
Other
Which of these options have you invested in for your long term goals?
*
Bank fixed deposit, PPF and other fixed income options
Debt mutual fund
Equity mutual fund
Direct stocks
Real estate
Gold
Traditional insurance plans
NPS
Other
必填
How much equity exposure have you taken for long term goals?
*
Less than 20%
20%-40%
40%-60%
60%-80%
More than 80%
Which of the following do you have in place?
*
Please respond as per conditions mentioned against each option. Select 'none of the above' if not meeting any of these.
Life insurance cover (at least 8-10 times annual income or higher)
Health insurance cover - self purchased (atleast Rs 5 lakh or higher)
Critical illness cover (at least Rs 10 lakh or higher)
Emergency fund (covering at least 6 months' worth of expenses)
None of the above
必填
Do you adhere to a predefined asset allocation as per own risk profile?
*
Always
Most of the time
Some of the time
Never
Have you identified a target corpus for each goal?
*
Yes
No
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