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Hi there! What's your name?

Let's make this personal - we'd love to know what to call you!

Can we have your Contact details?

Mobile No.

Email ID

Let's Begin!

Before we start this exciting journey together, we need your consent for a few important things.

Before we begin, please confirm:

I understand this test gives only an indication of my financial health and risk profile. I agree to be contacted by a Geojit staff. My data is safe and secure.

What's your age group?

Under 25 25–34 35–44 45–54 55+

How do you identify yourself?

Male Female Non-binary Prefer not to say

What do you do for a living?

Salaried Self-employed Student Retired Other

Are you married or single?

Single Married Prefer not to say

Do you usually keep track of your monthly income and expenses?

Yes No

Roughly what portion of your income do you manage to save every month?

< 10% 10–20% 20–30% 30%+

If life throws a surprise (like a medical bill), do you have savings to manage it?

Yes No

Do you have active life or health insurance policies?

Yes No

Do you invest money specifically for your life goals (like education, home, etc.)?

Yes No

How often do you review or adjust your investments?

Frequently Rarely Never

How often do you borrow money or rely on credit cards to cover monthly expenses?

Often – I rely heavily on credit Sometimes – I use credit occasionally Rarely – Only in emergencies Never – I manage expenses without credit

Do you track your net worth regularly?

Yes, at least once a year Occasionally No, never calculated it

If your investment drops 10%, what's your first reaction?

Sell and exit Wait patiently Invest more while it's low

How long are you comfortable keeping your money invested?

Less than 1 year 1–3 years 3+ years

How would you describe your understanding of investments?

Beginner Intermediate Advanced

What's your comfort level with ups and downs in your investments?

I get nervous I'm okay with some fluctuations I'm comfortable with volatility

If your investment grows by 20% quickly, what would you do?

Sell to book profit Hold and watch Invest more expecting further gains

What's your main reason for investing?

To grow wealth long-term To protect capital To generate regular income

Would you like to join our Geojit Community for exclusive updates? We'll send you a 3-month Geojit Insights digital monthly newsletter. Would you like that? Are you interested in attending our upcoming Financial Masterclass sessions?

All Done!

Your personalized financial roadmap is ready!

Mathew's Financial Health Report

Report will be reset in: 1:00

This report provides an indication of your financial health. Please speak to our expert to understand the details and to create a suitable financial road map.

Risk Profile

Moderate Risk

You're open to some risk in exchange for better returns. A balanced investment approach can work well for you.

Recommendations by Geojit

Balanced Advantage Funds or Hybrid Equity Funds
Mixing equity with safer investments for stability

Financial Health

Needs Improvement

Your financial health needs attention. It looks like you're either not saving regularly, lack a safety net or are under insured.

Recommendations by Geojit

Building an emergency fund
Creating a habit of tracking income and expenses
Setting basic life and health insurance in place

Your Financial Health Snapshot

Risk Preference

Open to some risk

Improvement Zone

Not saving regularly / Lack of safety net

Action Needed

Improve insurance coverage

Rate your experience

How's your overall experience?

★ ★ ★ ★ ★

I would like to be contacted about my Issue

Disclaimer: This report provides only an indicative assessment of your financial health and risk profile. It should not be considered as financial advice or a comprehensive evaluation.

What's Next?

Let our experts create a personalized investment roadmap just for you.

Hi there! What's your name?

Can we have your Contact details?

Let's Begin!

What's your age group?

How do you identify yourself?

What do you do for a living?

Are you married or single?

Do you usually keep track of your monthly income and expenses?

Roughly what portion of your income do you manage to save every month?

If life throws a surprise (like a medical bill), do you have savings to manage it?

Do you have active life or health insurance policies?

Do you invest money specifically for your life goals (like education, home, etc.)?

How often do you review or adjust your investments?

How often do you borrow money or rely on credit cards to cover monthly expenses?

Do you track your net worth regularly?

If your investment drops 10%, what's your first reaction?

How long are you comfortable keeping your money invested?

How would you describe your understanding of investments?

What's your comfort level with ups and downs in your investments?

If your investment grows by 20% quickly, what would you do?

What's your main reason for investing?

All Done!