Corporate Workshop

You are now going to take a short financial health checkup designed by Jagoinvestor.com. Please enter your details as the first step, so that we know about you and we can send you the results on your email id.

Name
Email (results will be sent to this email)
Phone
Can you guess your score out of 100? (put any number between 0-100)
Your Company Name

Question #1 - What part of your in-hand income do you save per month?


 

Question #2 - How many money back insurance policies and ULIP's policies do you have?


 

Question #3 - What percentage of your monthly Income goes into paying EMI's ?


 

Question #4 - How much health Insurance Cover do you have (excluding your company cover)?


 

Question #5 - How much Life Insurance cover do you have?


 

Question #6 - In case of a job loss how many months of your regular expenses you can bear without having any fresh income?


 

Question #7 - How much investments you have done in Equities?



"Equities" here means Stocks or equity mutual funds
 

Question #8 - Have you done your investments as per goal planning and with proper calculations (inflation and target projections)?


 

Question #9 - How good and full of potential is your job/business?


 

Question #10 - Do you worry about your financial future?


 
The biggest thing you want to learn in personal finance is
What is your level of knowledge and understanding in Life Insurance?

What is your level of knowledge and understanding in Health Insurance?

What is your level of knowledge and understanding in Estate Planning (how your wealth passes to your next generation)?

What is your level of knowledge and understanding about Equities and Mutual Funds?

What is your level of knowledge and understanding in CIBIL and Credit Score?

What is your level of knowledge and understanding about topics like financial freedom?

What is your level of knowledge and understanding about Financial Planning?

Any feedback or comments you want to make?

Thanks for taking these questions, Now you will see the results of this health check and get an option to get the results on your email id.



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