...Risk comes from not knowing what you're doing... - Warren Buffet

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My Money Quotient

Financial success and probability of achieving your life goals hinges on your own discipline with money and knowledge regarding your personal finances. The best thing about financial discipline is that it's difficult at first, but once established it becomes a way of life. Take this Money Quotient Test below to know how disciplined and knowledgeable you are with your money.
  Yes No
1. Are you aware of the actual insurance coverage you really need so that you are not under-insured or over-insured?
2. Are you aware of various charges by your insurance, mutual fund, bank and credit card company?
3. Do you organize and protect your financial statements and online login details?
4. Are you aware of the various Tax Saving avenues available and are you utilizing them to the fullest?
5. Do you have a consolidated portfolio of Mutual Fund Schemes, Insurance Policies or Equity Stocks?
     
     
     
     
     
     
     
     
     
   
  Yes No
6. Can you access or know the current value of all your investments and savings anytime?
7. Do you channelize your monthly savings into investment avenues suiting your Risk-Return profile?
8. Have you allocated your current and future financial assets to your life's goals & dreams?
9. Are you aware of the retirement corpus you would require to fund your 20 - 30 years of your retirement life?
10. Do all your Invesments and Savings have a nomination or Do you have a Will in place

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