Goals - How clearly are your goals defined?*

Expenses - Are you tracking and budgeting your spends?*

Emergency Funds - How well have you planned for emergency need?*

Insurance (Life/Health) - Have you planned these risks at personal capacity?*

Debt (Loans) - Have you kept your loans in limit?*

Investment Allocation - How well is your money allocated to various investments?*

Mutual Funds - How do you rate your mutual fund investments?*

Stock Market - Rate your investment behavior in direct equity. *

Taxes - How well you understand tax liabilities and tax saving?*