Financial Dependency Questionnaire

1. Do you have anyone financially dependent on you?

2. Do you have an existing Term or Life Cover 10 to 20 times your annual income?

3. Do you have Health Insurance cover?

4. How well can you handle sudden unexpected expenses?

5. Do you have any personal loans or high-interest loans?

6. Is the total EMI you pay towards home loan, car loan, personal loan etc.,
greater than 40% of your monthly take-home pay?

7. Have you determined the corpus requirement for your key financial goals?

8. What % of your net take home is being invested?

9. Have you evaluated your returns on overall asset allocation?

10. Have you registered your WILL?