PROTECTION COUNSELING TOOL: NRI EDITION βeta
Welcome,
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1
Discover your
Personal Response Profile
2
Map your
Protection Outcomes
3
Build your
Protection Solutions
  1. You will find 16 multiple-choice questions in the following pages
  2. Each question has 4 options
  3. Please select the option which is closest to the way you think
  4. All questions are equally valid. There are no correct or wrong answers
All your responses will be kept confidential, and used only for the purpose of building your Personal Response Profile
Option A
Option B
Option C
Option D
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Science Behind the Test
Report Description
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Science Behind the test
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Description of your report
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  1. We have identified 7 profiles among NRIs. Choose the one which closely matches you.
  2. Based on the profile chosen by you, a number of typical life scenarios are listed. Choose the scenarios which are critical to you.
  3. Please select those scenarios which may have a considerable impact in your and your family’s life.
    You could discuss the impacts of these scenarios with your advisor.
Following are the Protection Strategy(ies) recommended for this scenario.
PROCEED TO VIEW SOLUTIONS
  1. Stage 3 charts out comprehensive solution pathways for the strategies relevant to you
  2. These include both Life Insurance and Non Life Insurance Solutions
  3. Discuss the solutions with your advisor and add them to your wish-list to get more details on each solution
Following are the Solution Pathways shorthlisted for you
Strategies
Pure Protection
Wealth & Protection
Gauranteed Savings & Protection
Retirement & Pension
Medical Insurance
Accident Insurance
Other Investmet & Savings
Save and Finish