Finspire Wealth

Before we talk, could you tell us a bit about yourself? This will help us better prepare for our discussion.
Basic Questions
How do you like to be called...
Gender

MaleFemale
Age
Family Status

SingleMarriedMarried with kids
Any Dependent Parents / In-Laws?

YesNo
Do you own a house/flat?

YesNo
Do you know what is comprehensive Financial Planning?

YesNo
Do you have investments in Fixed Deposits?

YesNo
Do you have investments in Mutual Funds?

YesNo
Do you have investments in any other real estate investments (Plot/Land/Commercial)?

YesNo
Do you have Life Insurance Coverage?

YesNo
Profession/Occupation:
Income Range:

< 10LPA10-25LPA25-40LPA40-60LPA60-75LPA>75LPA
Any recent Changes in Financial Situation?

Received a raise/promotionExperienced a decrease in incomeNo significant changes
Reason for Considering Financial Planning?

Planning for the futureRecent life eventSeeking financial guidance
Financial Goals and Screening
Financial Goals:

Saving for a homeRetirement planningEducation expensesTravel and leisureDebt repaymentChildren EducationOther (Additional Comments)
Financial Risk Profile (According to your analysis)

ConservativeModerateAggressive
How Confident are you in Managing your own Finances & Investment?

Very confidentSomewhat confidentNot very confident
What kind of investor have you been till now?

I don't have time, hence I am not taking any actionsI have decent knowledge, but I fail to take actionsI have taken some actions, but nothing at serious levelEvery thing is going fine, but I want to go to next levelI lack knowledge/confidence, hence no actions till now
How have you taken all your investment/finance related decisions till now?

Mostly took all decisions from "tax-saving" in mindI have a dedicated Financial Advisor to consult and track my progressI just went with the flow and took all random decisions without much planningI did it myself with careful analysis & planning and after proper calculations in place!
Concerns and Questions:
Specific Concerns:

Retirement planningInvestment optionsOther
Where do you currently reside?

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Your email? (For sending copy of your answers) :
example@example.com
Whatsapp contact number with country code
Please enter a valid phone number.
Additional Comments:
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Before we talk, could you tell us a bit about yourself? This will help us better prepare for our discussion.

Basic Questions

Financial Goals and Screening

Concerns and Questions: