FINANCIAL SURVEY
Economic survey of India
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                                                       WAY2POCKET PVT. LTD.
NAME *
Date of birth *
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Contact No. *
OCCUPATION *
What is the Income Range you will fall in *
Who has referred you about this survey *
What is the rate of interest of Sovereign Gold Bond (SGB)
1 point
Clear selection
WHICH  SCHEME  IN  MUTUAL  FUND PROVIDES AN OPPORTUNITY  TO SAVE  TAX  U/S  80C?
1 point
Clear selection
WHAT  SHOULD BE  THE  IDEAL  CIBIL  SCORE REQUIRED  TO  AVAIL  FOR  A  LOAN?
1 point
Clear selection
UNDER WHICH  SECTION  DOES  NPS  PROVIDES  YOU ADDITIONAL  TAX BENEFIT  OTHER  THAN  80C?
1 point
Clear selection
WHICH OF THE FOLLOWING IS A FINANCIAL GOAL?
1 point
Clear selection
IF  YOU ARE  SELLING MUTUAL  FUNDS/ STOCKS, THEN  UNDER WHICH HEAD OF INCOME IT  WOULD BE  TAXABLE -
1 point
Clear selection
SUPPOSE  Mr. ASHOK HAD TAKEN A  HOME LOAN OF 20 LAKHS FOR 15 YEARS, AND THE BANK HAS CHARGED HIM INTEREST OF 8.33% ,EMI – 19,496 p.m,THEN WHAT IS THE TOTAL INTEREST AMOUNT HE HAS TO PAY?
1 point
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WHAT IS THE MOST  IMPORTANT  THING  YOU  SHOULD CONSIDER  WHILE  PLANNING  FOR  YOUR   RETIREMENT?
1 point
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WHAT IS THE MINIMUM DEPOSIT AMOUNT IN PPF IN A FINANCIAL YEAR?
1 point
Clear selection
WHICH IS CONSIDERED AS A PURE INSURANCE PRODUCT?
1 point
Clear selection
I have the following types of insurance. *
Required
(1=not necessary or important and 5 = very necessary or important) *
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5
On a scale of 1-5, how necessary or important do you feel it is for you to work with a financial advisor?
Are you looking for Health Insurance *
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