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Exposed -The hidden World of Financial Mis-selling

What your financial advisor, agent or salesperson may not tell you. Learn how to spot mis-selling before it costs you.

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5 Mutual Fund Hack

That help to beat the market (Leglly)

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5 Mutual Funds Hacks to Beat the Market (Legally)

Not Sure which type of engagement is right for you?

Take this assessment to decide which one Suits you DO-It-Yourself(DIY) or Done-With-You (DWY) or Done-For-You (DFY)

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DIY Financial Planning

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Want to Decide Whether you should engage with a financial Planner or Do your own financial planning? Take this quiz....

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1%

How much of your income you save every month?

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Upto 25%

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10-20%

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Less Than 10%

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No Savings after expense

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How much is the average balance in your savings account?

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Less than 1 Lakh

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Rs. 1 to 2 Lakh

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Rs. 2 to 3 Lakh

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Above 3 Lakhs

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In a Financial Emergency, you will..

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Utilise your contigency Funds

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Liquidate Some Assets/Investments

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Use your credit card

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Take a Loan

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Do you know the asset allocation of your portfolio?

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Yes, and rebalance every year to maintain it

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Yes, but have not fixed an asset mix/ratio

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Have a vague idea but never

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Have no idea of portfolio asset mix

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Which of these statements is true for you?

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Have Set Financial Goals and Started Savings

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Started Savings but not defined goals

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Have defined goals but not started savings

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Have not set goals nor Started Savings

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Do you understand the Investments you have made?

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Fully Understand each product I have Purchased

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Except few, I understand Most products

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Can Understand only a few Investments

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Financial Matters too complicated for me

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How much is your life insurance cover?

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More Than 5 times of my annual income

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About 1-2 times of my annual income

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Less Than my annual income

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No Life Insurance cover

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How much is you health insurance?

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Over 5 lakh cover for me and my family

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Rs. 2-3 Lakh Cover for me and my family

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Group Cover from employer

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No Health insurance cover

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Have you ever been denied a loan?

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No I have never been denied a loan.

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Lender Asked for some clarifications

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Lender refused at first but later agreed

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Yes, Lender has refused to give me loan

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Next

You got a score of %%YOURSCORE%% out of %%TOTALSCORE%%

You Need Professional Help!!!

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You are obviously not in a position to manage your money yourself.

A qualified expert can put your finances back on track. You will gain much more than fees he will charge.

Yes,I need Help!

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You got a score of %%YOURSCORE%% out of %%TOTALSCORE%%

You need guidence!

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Your Knowledge for investment and finance is not very deep.

It will be better if you seek guidance from experts instead of managing your money yourself.

Yes,I need Help!

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You got a score of %%YOURSCORE%% out of %%TOTALSCORE%%

You are Getting There!

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You have a fair idea of financial products.

With a little more research, learning and reading up, you can manage your money and investments yourself.

Yes,I need Help!

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You got a score of %%YOURSCORE%% out of %%TOTALSCORE%%

1

You are a DIY Star!

Congratulations! You have it in you to manage you money on your own. By cutting out interemediaries , you can save big on commissions and insulate your self against misselling.

I want to know more..!

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