Skip to content
Loans
Personal
Apply Now
Types of Personal Loans
Eligibility and Documents Required
Meet our happy customers
Customer Feedback
Business
Apply Now
Types of Business Loans
Eligibility and Documents Required
Customer review
Financial Wellness
Credit Wellness
Investing
Employers
Money Needs
Career
Boost your credit score
Calculators
Loan Calculators
EMI Comparison Calculator
Balance Transfer Calculator
Credit Card Dues Transfer Calculator
Retirement Calculators
Retirement Savings Calculator
Kaise Banenge Crorepati
FIRE Calculator
Seven Figures Goal Calculator
Simple Savings Calculator
Emergency Funds Calculator
Flat vs Reducing Rate Calculator
Guides and Tips
Blogs
Online Frauds
Women
Taxes
Credit Score
Business
Students
Grievance Redressal Mechanism
Hindi
Membership
Menu
Loans
Personal
Apply Now
Types of Personal Loans
Eligibility and Documents Required
Meet our happy customers
Customer Feedback
Business
Apply Now
Types of Business Loans
Eligibility and Documents Required
Customer review
Financial Wellness
Credit Wellness
Investing
Employers
Money Needs
Career
Boost your credit score
Calculators
Loan Calculators
EMI Comparison Calculator
Balance Transfer Calculator
Credit Card Dues Transfer Calculator
Retirement Calculators
Retirement Savings Calculator
Kaise Banenge Crorepati
FIRE Calculator
Seven Figures Goal Calculator
Simple Savings Calculator
Emergency Funds Calculator
Flat vs Reducing Rate Calculator
Guides and Tips
Blogs
Online Frauds
Women
Taxes
Credit Score
Business
Students
Grievance Redressal Mechanism
Hindi
Membership
INFLOWS
Yearly Income
Monthly investable amount
Real estate
Existing portfolio
Jewellery
Cash
Vehicles
Other Assets
Availability of an Emergency fund
OUTFLOWS
Credit Card Debt
Student Loan
Home mortgage
Other Mortgage
Personal Loan
Auto loan
Other Loans
Insurance Premium
401-k/PF/PPF/EPF
Yes
No
Number of Dependents
0
Spouse only
Spouse and parents
Single child
More than one child
Children's ages
0-5
5-15
15-25
Plans for wedding
Number of years to wedding > 5
Number of years to wedding - 1-5
Number of years to wedding < 1
Plans for Education
Grade School (4th to 12th)
Bachelor's Degree
Master's Degree
Ages of the elders in the house
50 - 60
60 - 70
70 +
Current Medical Expenses
Easily Coverable
Coverable
Barely Coverable
Unable to pay
Your current age
20 - 28
28 - 35
35 - 45
45+
Insurance
Fully insured on important assets
Insured for some assets
Only 1-2 Jeevan Beema policies
Uninsured
Job profile( are you in the armed forces)
Yes
No
Income Dependability(corporate job or Govt.)
Government
Corporate but very stable
Corporate but stable for the near future
Corporate and unstable
Crypto
Want to invest
May invest depending upon the situation
Do not want to invest
Strong Aversion
Is your spouse working
Yes
No
1. What existing loans does the client have and what repayments/ EMI's are there
2. Have you ever been conviected of a crime?
3. What business ventures have you promoted/ been directors in earlier?
4. What is your Credit Rating/CIBIL Score
5. What are your expectations on ROI?
6. How do you wish to live in your retired life?
7. What percentage of your income are you willing to invest and for how long a duration?
Send
