Income Tax Return in India on TruTax|Income Tax slabs and know about Income tax slab

Risk Assessment

Are you the sole earning member of your family ?

What is the number of dependents you have ?

What is the nature of your profession ?

What percentage of your monthly income are you able to save ?

What percentage of your monthly income goes towards paying EMIs ?

If you leave your job today, for how long(months) would your savings be able to take care of your monthly expenses ?

If you look for a job or profession change, what are you most likely to select from the following ?

If the value of money you invest today goes down by 10 % in the same month, what would you do ?

What are your return expectations(percent) from short term investments (2-5 years)

What are your return expectations(percent) from long term investments (greater than 5 years)

Risk Appetite

Risk Tolerance

Age

Salary

Relationship Status

Spouse Age

Spouse Income

Retirement Age

Mortage

Debt/Loans

Other Needs(colleges and Marriage)

Number of year after retirement

Present monthly expense

Investment

Investment Period

Monthly Emi:

All the values are indicative and may vary from case to case. For further Contact Us