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Business Owner
Employer
Head of the Family
Customized Report
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Your Role As A Business Owner
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Business Owner
Employer
Head of the Family
Customized Report
Q1
How is your company structured?
Q1a
What is the partnerwise shareholding?
Q2
What is the annual turnover of your company? (In Rs Cr)
Q3
What is the total value of assets of your company? (In Rs Cr)
Q2
What is the annual turnover of your company? (In Rs. Lacs)
Q3
What is the total value of assets of your company? (In Rs. Lacs)
Q4
Are you planning any business expansion in the next 5 years?
Q5
Have you taken any loans for your business? If yes, for what purpose?
Q5a
What is your current unsecured loan outstanding? (In Rs. Lacs)
Your Role As An Employer
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Business Owner
Employer
Head of the Family
Customized Report
Q1
How many on roll employees do you have?
Q2
How many of your current employees are critical to the business (key people)?
Q3
When Key Employees leave, is it a challenge for your business?
Q4
What business insurance solutions have you opted for?
Q5
Have you made provisions for gratuity for your employees?
Q6
Do your employees have a PF facility? If yes, have you opted for an EDLI scheme?
Your Role As The Head Of Family
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Business Owner
Employer
Head of the Family
Customized Report
Q1
Describe your immediate family/dependents.
Q2
What is your current life insurance cover? (In Lacs)
Q3
Have you purchased any Insurance Plan under MWP Act to protect your family?Any insurance policy taken by the husband on his own life and endorsed under the Married Women's Property Act in favour of his wife or children or any of them, will always be their property. None of the husband's creditors will have any right over the policy.
Q4
What is your annual income? (In lacs)
Q5
What is the approximate fluctuation in your annual income?
Q6
When your income is lower, how do you manage family expenses?
Q7
Have you made any specific investments for your family?
Q8
How prepared is your family to manage household expenses in case of any unfortunate event?
Q9
Quality education is very expensive. Have you started planning for your child/children’s education?
Q10
Have you planned for your retirement years?
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Please answer all the questions.