Financial Wellbeing Workshop

Have you ever sat down to list down your financial goals along with their respective time horizons?^*

List 2 crucial financial goals that you want to achieve in future along with their respective time horizon. For e.g, a luxury car in 5 yrs (2029) & Child’s college education in 10 yrs (2034) ^*

Do you think you need to do any planning/arrangements in advance for the above goals or you can manage them from your salary/savings account when they arise in future^*

Are you confident that you’ll be able to meet the goals based on your current plan?^*

Do you pay monthly EMIs^*

What percentage of your net income do you finally save or invest at the end of the month?^*

Where do you save/invest most of your monthly savings?^*

Your Name^*

Your age^*

Your email^*