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1. Have you prepared a budget for household expenses?
Yes
No
Next
2. Do you have adequate cash in hand or at bank to maintain your lifestyle in case of job/income loss?
(Adequate cash is more than 6 months regular expenses)
Yes
No
Next
3. Do you have life cover of alteast 8 times your annual income to take care of your family needs ?
(Life insurance can be taken in the form of term insurance, ULIP, Endowment or money back policies)
Yes
No
Next
4. Have you taken Health Insurance for your entire family?
Yes
No
Next
5. Do you save more than 25% of your monthly income(take home salary) each month?
Yes
No
Next
6. Have you identified your financial goals and started working towards achieving them?
(Child education, marriage, retirement, house purchase are all examples of financial goals. Have you identified how much money you would require for each of these goals to be met and how much time is left to achieve them)
Yes
No
Next
7. Are your investments diversified across atleast 3 asset classes
(Various asset classes include Equity, Fixed income, Real estate, Gold, other commodities)
Yes
No
Next
8. Do you review and track the performance of your investment periodically?
(Periodic review means checking fund performance, realigment to macro economic changes etc.)
Yes
No
Next
9. Do you know how much money you will need after retirement to maintain a desired lifestyle?
(The calculation should involve the effect of inflation on all expenses for you and your dependents)
Yes
No
Next
10. Do you have a detailed written will?
(A will ensures that the distribution of your wealth happens as you want it to happen)
Yes
No
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