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.
Epictetus

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

"I'll be able to handle a major unexpected expenditure of about 5 Lakhs in case of an emergency."
This statement describes you:
"I've ensured that I have adequate life insurance cover to ensure my dependents do not undergo financial distress in case something happens to me."
This statement describes you:
"My dependents are fully aware of my income and my loans and liabilities"
This statement describes you:
"I understand how mutual funds work and I invest regularly in tax-saving mutual funds"
This statement describes you.
"My finances control your life".
This statement describes you:
"I ensure I do the necessary tax-saving every year."
This statement describes you:
"I spend a lot more than I should on things like food, clothing, electronics and such."
This statement describes you:
"I've ensured I have adequate health insurance cover for me and my dependents."
This statement describes you:
"I have money left over at the end of the month"
This statement applies to me:
"I rely solely on salary jumps and increments to increase my annual income."
This statement describes you:

  • Your financial wellness score is based on the answers to the questionnaire. If you’d like to improve your score, consider starting your financial literacy journey.
  • The Moneyplanting Program teaches everything that every working individual needs to know about essential finances. It is conducted as a corporate training program. Check with your HR for upcoming sessions.
  • If you’d like to receive updates on new quizzes and posts from the blog, you can subscribe for updates here.

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. ​

Learn fundamentals in a live program

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

Corporate Training on Personal Finances in India
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