Suitability Matrix

Set Your Goal


Please select 3 out of 6 priorities from below, further the priorities has to be selected in form of 1,2 and 3

My Needs Choose any 3 priorities (1-3)
Estimated target value of Insurance (p.a.)
Secure your child's education/marriage Clear Selection
Priority
Regular income after retirement Clear Selection
Priority
Savings for defined goal Clear Selection
Priority
Managing and Growing Wealth Clear Selection
Priority
Life cover Clear Selection
Priority
Life cover against loan/liability Clear Selection
Priority

Describe Your Requirement

1A. Please Select Time horizon to achieve your goal *

1B. Please select your age *

2. Which of the following best describes your current life stage? *

3. Please select your occupation *

4. In case you are self-employed, your business can be any of the following *

5. How much is your Annual Disposable Income?  *

6. How many insurance Policies do you have (including spouse and children)? *

7. What type of Insurance is right for you? *