Do you have an ongoing home loan?
Do you plan to purchase an additional health insurance policy for you and your dependents?
Do you plan to buy a term life insurance policy?
Do you have an ongoing education loan?
This year, how much do you plan to invest per month towards your long term future?
[Long term investments like Equity mutual funds, NSCs, PPF, VPF]
Do you plan to invest in NPS this year?
If you live in a rental property, will you be able to provide rental proofs?
Do you plan to travel to a faraway destination this year? This could be a trip home or a vacation.
Do you foresee a major expense coming up within the next three years?
[Expenses like an expensive post-graduation course, wedding, down payment for a house]