Partner Login
PNB
NON PNB
Agency (Advisor)
Agency (Employees)
Direct Marketing
Business Illustration
About Us
Investments
News
Careers
Be an Advisor
1800-425-69-69
Facebook
Twitter
Linkedin
You Tube
google plus
{}
Z7_3AH0HH01JO8F80QQHKD8D600G4
NeedAnalysis
Actions
${title}
Loading...
PNB Metlife - FNA
Home
>
Plan Your Financial Goals
Single
Married
Perfect Family
Retirement
{{lifeStageMessage}}
Contact
Plan
Recommended
Personal Details
{{genderMessage}}
Male
Female
Name
*
{{nameMessage}}
Age
*
Yrs
0
99
{{ageMessage}}
Continue
Risk Preference
Q:Define your investment profile
Hardly understand
Have basic knowledge and require assistance
Have Good knowledge and do not require any assistance
Expert at making investment
{{investmentMessage}}
Q:My investment philosophy can be best described as
Prefer fixed Return
Prefer capital guarantee with minor fluctuations in return
Prefer good returns at the risk of minor loss
Prefer high returns at the risk of loss
{{philosophyMessage}}
Continue
Risk Preference
Q:I will be most comfortable with
Fixed return of 6%
Maximum return of 10 % and a minimum of 2%
Maximum return of 20 % and a minimum of -5%
Maximum return of 30 % and a minimum of -10%
{{riskComfortMessage}}
Q:After meeting my expenses & EMls, from my monthly income i can save
Nothing
5 to 10%
10 to 25%
25 to 50%
{{riskEmiSaveMessage}}
Continue
Risk Preference
Q:My current portfolio comprises of
Mostly cash/bank deposits & low risk bonds
Majority safe instruments and some blue chip stocks
Mix of debt, blue chip and aggressive stocks
Majority in aggressive stocks, high-yeild debt & Future and options
{{riskCurrentPortfolioMessage}}
Q:In case of unfortunate event of me not being there
My life cover can take care of expenses for 0 to 10 months
My life cover can take care of expenses for 10 to 60 months + Loan outstanding
My life cover can take care of expenses for 60 to 120 months + Loan outstanding
My life cover is enough to take care of all financial requirements of family
{{riskNotBeingMessage}}
Continue
Risk Preference
You have a {{calculatedRiskPreference}} risk profile
{{riskPreferenceText}}
Asset Allocation
Debt
({{debt}}%)
Equity
({{equity}}%)
${title}
${badge}
${loading}
