8433726774
Contact us
invest@sagefarm.in
AMFI Registered Mutual Fund Distributor
Twitter
Instagram
LinkedIn
Facebook
Home
About us
About us
Our Values
Our offerings
Contact
Profile
Risk Profile
WealthHealth Check
Risk Profile (with RiskOmetr)
Calculators
SIP Calculator
Lumpsum Calculator
Register
Sign in
WealthHealth Check by Sagefarm
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Name
*
Email
*
Contact Number (We will contact you only if you want us to)
*
Gender
*
Male
Female
How old are you?
*
Less than 30 Years
Between 30 – 45 Years
Between 45 – 60 Years
Above 60 Years
How Secure is your Present Job / Business ?
*
Private Job in uncertain Start-up Culture
Stable Private Job
Business with uncertain Cashflows
Fully Secure ( Ex :Government Employee)
Stable business
Do you have Passive Source of Income
*
No
Yes, Passive Income can support less than 30% of monthly expense
Yes, Passive Income can support more than 30% to 70% of monthly expense
Yes, Passive Income can support more than 70% of monthly expense
If your current sources of income (both active and passive) were to stop today, for how long will your present savings support you?
*
Less than 6 months
More than 6 months but less than 12 months
More than 12 Months to less than 18 months
More than 18 months
Do you have loan outstanding? If Yes, How much is EMI as percentage of monthly Income?
*
No
Yes, EMIs are less than 20% of monthly income
Yes, EMIs are between than 20% to 40% of monthly income
Yes, EMIs are more than 50% of monthly Income
What is your Savings rate in percentage terms? (How much Income you save every month as a percentage of your monthly income?)
*
Less than 20%
20% – 30%
30% – 40%
More than 40%
Is there scope to increase the Savings rate next year onwards? If Yes, then by what percentage?
*
No
Yes, by approx 5%
Yes, by approx 10%
Yes, more than 10%
Do you have a Health Insurance Cover ? If Yes, What is the cover?
*
No
Yes, as an employee of a company I have Group Health Insurance
Yes, I have sufficient personal Health Insurance Cover
Yes, I have Group Health Insurance form my employer and I have bought Personal Health Insurance Cover as well
What is your primary investment goal?
*
Wealth Preservation
Growth
Income Generation
Never thought really. Maybe mix of all the above options
What has been your most successful investment, and what drove that decision?
Do you have appropriate Investment Plan for your family’s long term goals such as Child Education, Child Marriage, Housing, Retirement Planning, etc ?
*
Yes
No
Yes but can do better with financial advise
How much time do you dedicate to researching/study investments weekly?
*
Less than 1 hrs per week
Approx 5-10 hrs per week
More than 20 hrs per week
How often do you re-balance or adjust your investment portfolio?
*
Monthly
Quarterly
Annually
Rarely
in your ?
What is the time horizon you are investing for as per your current understanding?
*
Less than 1 year
1-3 years
3-5 years
5-10 years
More than 10 years
Do you feel happy about your relationship with your money? ( Does your spending/financial habits help your money grow over a period of time?)
*
Yes
No
Partially Yes
You have a will in place and all policies, documents shared with family
*
Yes
No
Partially Yes
If you bought a Mutual Fund and its value fell by more than 20%, without any change in fundamentals of the Indian economy. What will you do?
*
Sell all of my investments. (The preservation of capital is extremely important to me and I would rather not take the risk)
Sell some of the investment. (The climate is risky, and I would rather transfer my funds into more secure investments)
Do nothing with the investment. (This was a calculated risk, and I will leave the investments in place, expecting performance to improve)
Buy more of the investment. (I am a long-term investor and consider this sudden market correction as an opportunity to purchase additional shares at a lower cost basis)
What role do emotions play in your investment decisions?
*
I always stick to a disciplined strategy
Sometimes I act on gut feelings but most of the time I dont let emotions dictate investment decisions
I feel sad when I see my portfolio in loss and happy when I see my portfolio in profit
Do you need support in improving your financial investments journey?
*
Yes – Please connect with me
No – I have support/ will work on my own
Maybe – Not sure/ ready yet
Submit
8433726774 
8433726774