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Life Transition Survey

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  • Life Transition Survey


Direction: For given traits kindly select the applicable option

Work Life Transitions

New House Purchase *
Sell Property *
Change of Place *
Buy second home *
Re-evaluate existing investment *
Investment gain *
Investment loss *
Loans/ laibility concerns *
Exploring Investment opportunities *
Receive movable/immovable assets as inheritance *
Sell of Financial/Non Financial Assets *


Family Life Transitions

Getting Married *
Divorce *
Widowhood *
Planning or Adopting a child *
Special Child ( disabilities, medical problems) *
College Going child *
Marriage of child *
Gift to child *
Health Concern of Self and family *
Caregiving to family member *
Loss of loved one *


Career Life Transition

Switch in career *
New Job *
Increment *
Job cut *
Change in Job profile *
Upgrading/ Education *

Winding off the business *
Merge/Demerge Family business *
Onboard Business Partner *
Separate from business Partner *
Delegation/Simplification of work life *
Break from Work *
Start new/ acquire business *


Legacy Life transition

Increase Charity *
Inheritance to children *
Prepare WILL *
Change WILL *

Circle Wealth Advisors Pvt. Ltd.
SEBI Registered Investment Advisers
SEBI License No. - INA000016782
Reg. category - Non-Individual | Validity - Perpetual
© 2024 Circle Wealth Advisors Pvt. Ltd.

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SERVICES
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Statutory Info
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  • Compliance Audit
  • Sebi Disclosure
  • Circular on Online Dispute Resolution (ODR)
  • Grievance Redressal System
  • Disclaimer
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