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Money Satisfaction Survey

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  • Money Satisfaction Survey


Directions: For each statement below select the level of satisfaction. This will help us to understand satisfaction level of money for you.

I am satisfied…...

with my ability to fulfill my financial obligations/ aspirations *
with the income from my job or business *
with benefits provided by employer *
my expenses *
my liabilities *
with my ability to manage unplanned outflows *
with my current investments *
with savings and investment done on regular basis *
with my maitainance of financial records *
with my plan of post retirement phase *
the plan to accumulate retirement expenses *
with financial knowledge I have *
with my ability to help family members when needed *
with my WILL and Estate Plan *
With my insurance cover *
with contribution towards charity *
with the my ability to manage emotions in case of personal finance issues *
with my communication on financial matters. *
that financial matters do not impact my important relationships *
with my money life *
With service provided by my financial sevice providers( i.e. Banker, CA, Insurance agent, Stock Broker) *

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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Statutory Info
  • Investor Charter – Annexure A
  • Investor Charter – Annexure B
  • Compliance Audit
  • Sebi Disclosure
  • Circular on Online Dispute Resolution (ODR)
  • Grievance Redressal System
  • Disclaimer
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