1.Personal Profile ...............................................................................* Compulsory Fields
*
2.Nature of occupation :
3.Company :
4.Annual Income :
5.Savings as a proportion of the income :
6.In which of the following avenues have you invested?
7.Which among these financial goals will be applicable to you?
Purchase of a house Planning for your children's education
Planning for marriage - Self/Children Planning for your retirement
Planning for a vacation Others
8.Have you taken necessary steps to achieve each of these goals?
9.Will you be interested in a personalized service which helps you indentify your goals and provides a road map towards your goals?
10.Are you willing to pay for a quality advice and personalized service ?