RETIREMENT PLANNING SURVEY

Let us understand you better

Please share your answers, it will take just 30 seconds

* Required

Which asset class is the biggest in your portfolio? *

Real Estate (Flat, Land etc)
Debt (Bank Deposits, Bonds, PPF, EPF, Cash)
Equity (Equity Mutual Funds, Stocks()
Gold + Other precious Metals
Other

What mistake of your financial decision make you repent? (You can choose more than 1 option) *

I am not serious about my career from the start or Chose a wrong career
I have no investments till date
Lost money in Ponzi schemes / speculation
Don’t have own house, when I can afford a housing loan
Took too much loan in my life
Dominated by others opinion who were not professional
Never worked for a secondary income
Other

Which of the below scared you most? * *

Inflation & rising day to day expenses
Risk of uncertainty of earning to match my liabilities in future
Health issues in future
Returns on my investments in future
Not scared of Anything

Do you know the importance of Retirement planning in early stage of your life?*

I think it helps a lot
Debt (Bank Deposits, Bonds, PPF, EPF, Cash)
Equity (Equity Mutual Funds, Stocks()
Gold + Other precious Metals
Other

How many dependents you have? * *

I am married, but dont have kids
1
2
3 or More

Have you made any WILL? *

I dont understand what is means exactly
I understand it fully and how it works
I very heard about it, but have vague idea about it
3 or More

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