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Name
   
 
 
 
* Age
   
 
 
 
* Education
 
Graduation
 
Post graduation
 
 
 
Employment Status
 
Salaried
 
Non salaried
 
 
 
Which of the following categories best describes the industry you work in?
 
Automotive
 
Advertising
 
Consulting Services
 
Education
 
Entertainment
 
Financial Services
 
Government Services
 
Healthcare
 
Human Resources
 
Information Technology
 
Marketing/Sales
 
Non-Profit
 
Pharmaceuticals
 
Public Relations
 
Technical Services
 
Travel
 
Other
 
 
 
Marital status
 
Single
 
Married
 
Divorced
 
Widow
 
 
 
Do you have children?
 
Yes
 
No
 
 
 
Do you keep a watch on your financial affairs?
 
Always
 
Mostly
 
Sometimes
 
Rarely
 
Never
 
 
 
How do you plan your finances ?
 
Formal Planning
 
Informal Planning
 
 
 
Who assists you in your Financial Planning?
 
Spouse
 
Financial Planner
 
General Media(Websites,Newspapers etc)
 
Friend
 
Banker
 
Trusted individual
 
Other
 

 
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