Free Financial Health Check-up by Credence Capital Advisory

Free Financial Health Check-up by Credence Capital Advisory

Credence Capital Advisory is a leading wealth management firm and SME advisory firm based in Mumbai, India. We offer comprehensive services to individuals, businessmen, and employers. For our individual customers, we provide premier financial planning, investment advisory, wealth management, real estate management, succession planning, and equities and derivatives trading services. Our team of experienced MBAs, Chartered Accountants and Financial Planners are currently managing over INR 90+ Crores of Assets.

For more details, visit www.credencecapitaladv.com

1. Your age *
18-2425-3031-4041-5051-6061+

2. Your monthly income is
<3000030001 - 5000050001 - 8000080001 - 120000120001 - 150000>150000

3. Your source(s) of income:
SalaryBusiness / ProfessionRentInterestPensionShares

4. Your existing EMI is Rs. ______

5. Your average monthly expenses (excluding EMI) are Rs.______

6. Your existing emergency fund is equivalent to:
No emergency fund1 month of Expenses + EMI2 - 3 months of Expenses + EMI4 months of Expenses + EMI5 months of Expenses + EMI6 months or more of Expenses + EMI

7. Your existing goals are:
Buy a houseBuy a carYour marriageYour higher educationStarting a businessChild's educationChild's marriageRetirementSave for vacationsWealth creation

8. Your existing investments are aligned with your above goals:
YesNoPartially YesDon't know

9. Your major avenues of investments are:
Mutual fundsSharesFixed DepositsBonds & NCDsPF / PPFGoldReal EstatePost OfficeInsurance plans (Child Plans, ULIPs, Endowment, etc)NPS

10. Your tax bracket is:
0%5%20%41-5030%Don't know

11. All your investments does have nominee / you have created a will
Nominee appointedWill createdNominee appointed and will createdNoneDon't know

12. How many dependents you have
Zero dependents1-2 dependents3-4 dependents5 or more dependents

13. Total health insurance cover for you and your dependents is Rs. _______

14. Your health insurance cover is:
Provided by your EmployerYour ownProvided by your Employer + Your OwnNone

15. Your life insurance policy cover is Rs. ________

16. You review your investment portfolio every:
Daily / Weekly / Bi-weeklyMonthlyQuarterlyHalf-yearlyAnnuallyOther (please specify)

17. How do you keep track of the investment portfolio of your entire family?
DiaryExcelSoftwareDifferent websites for different investmentsStatements received on emailsDon't have a track

18. Your Name:

19. Your City:

20. Your Phone:

21. Your Email Address: