Financial Wellness Survey

The financial wellness survey helps you assess your overall financial state. The score will help you understand if concrete steps need to be taken to improve your financial health.
Wealth consists not in having great possessions, but in having few wants.

Before you take the Financial Survey

  • Neither the survey, nor do any of the questions collect any personally identifiable data. The process is completely anonymous.
  • Since the quiz has only recently been launched, it is hard to provide you with an average wellness score in India. This will be published once we have a significant data set.
  • Based on the answers, you will be able to see which category your financial score falls into, ranging from ‘Very Low’, ‘Low’, ‘Fair’, ‘Great’, and ‘Excellent’.
  • There are no right or wrong answers. Each answer is subjective to your current circumstances. Answering them as truthfully as possible, will provide you with the best assessment.

Welcome to your Financial Wellness Quiz

1. "I've ensured I have life insurance coverage of at least 10 times my annual income."This statement describes you:
2. "I've ensured I have adequate health insurance cover for me and my dependents."This statement applies to you:
3. "I rely solely on salary jumps and increments to improve my annual income."This statement describes you:
4. "I understand how mutual funds work and I invest regularly in equities."This statement describes you:
5. "My dependents are fully aware of my loans and liabilities."This statement describes you:
6. "My finances control my life."This statement applies to you:
7. "I'll be able to handle an unexpected expenditure of about 5 Lakhs in case of an emergency."This statement describes you:
8. "I spend a lot more than I should on things like leisure, clothing, electronics and such."This statement describes you:
9. "I take as much advantage of tax exemptions and deductions as is possible for me."This statement describes you:
10. "I have money left over at the end of the month." This statement applies to you:

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Take the Quiz on Essential Finances

This short, 10-question quiz on basics of finances covers a wide range of personal finance topics. And ones which we all need to know. Take the quiz, and see how much you know. ​

Take the Mutual Fund trivia quiz

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Attend a live program

The Moneyplanting Program is conducted as a corporate training program. Check with your HR about upcoming scheduled sessions.