My Money My Dreams

Assess your financial independence by checking your score. This evaluation will provide insights into how financially independent you are.

Email *

Name *

Employee ID *

Age *

Family Size *

No Member

1 Member

2-3 Members

3-4 Members

More than 4 members

How financially secure you are? Check Now!

Do you use a credit card? *

If yes, how much do you spend via credit card every month? *

Rs 5,000-Rs 10,000

Rs 10,000-Rs 25,000

More than Rs 25,000

Not Applicable

Do you make full payments of your credit card bills on time? *

Yes

Miss out on it, sometimes

Late to making payments, frequently

Not Applicable

Have you taken a loan? If yes, of what kind? *

Home Loan

Education Loan

Personal Loan

Car Loan

None of the above

Do your total EMI payments (of all loans) exceed 1/3rd of your monthly income?

Are you aware of all your liabilities and financial obligations? *

Do you have enough term insurance coverage? (To fulfil all your financial obligations in your absence) *

Yes

I don't know how much coverage is adequate

Do your family members have adequate health insurance coverage? (Keeping in mind life longevity and higher inflation in future)

Yes

I don't know how much can be considered adequate

Do you have an emergency fund? (Of up to 6 months per year for managing all your living expenses)

Have you invested in mutual funds or the stock market? *

Which future goal/goals do you wish to achieve using your mutual fund investments? *

Funding children’s education

Wedding

Buying a house

Undertaking a foreign trip

All of the above

Have you saved some portion in PPF, FDs etc?

Do you hold gold equivalent to 10% of your total investment corpus? *

Which instruments have you invested in for creating your retirement corpus? *

Pension Plan

Mutual Funds

Others

Have you consulted a professional investment advisor for planning your finances? *

Have you increased your investments along with a rise in your income?

Do you wish to undertake a new investment?

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