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1.how Many Dependents Do You Have?

This document contains a survey with questions to assess a person's financial profile and risk tolerance for investment purposes. It asks about their dependents, income level, investment goals and timeline, prior investments, risk tolerance, concerns, and preferences regarding declines and fluctuations in the value of investments. The questions are multiple choice or require ranking different factors to help evaluate the best investment options matched to the individual's situation and risk profile.

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Sri Balaji Ram
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80 views6 pages

1.how Many Dependents Do You Have?

This document contains a survey with questions to assess a person's financial profile and risk tolerance for investment purposes. It asks about their dependents, income level, investment goals and timeline, prior investments, risk tolerance, concerns, and preferences regarding declines and fluctuations in the value of investments. The questions are multiple choice or require ranking different factors to help evaluate the best investment options matched to the individual's situation and risk profile.

Uploaded by

Sri Balaji Ram
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Name: Age:

1.How many dependents do you have? _More than 2 _1-2 dependents _None 2. What income bracket do you fall under? _Less than 300000 _300000-600000 _600000 and above 3. Do you intend to invest funds for a long term? _Yes Up to 2 years (short term) 2 5 years (mid term) 6 years & above (long term) _No 4. Your decision to invest is governed by: _The safety of your principle _Beat inflation

_Earn high returns even at high risks _Fixed rate of return from investments _Liquidity 5. Prior to investing do you: _Evaluate options _Base decisions on friendly advice _Will rely on advisor 6. How much of monthly income can you invest? _Less than 10% _10% - 25% _25% - 40 _40% & above

7. What are your financial goals that you intend to achieve in your lifetime? _Good education for your children _Retirement needs _Better standard of living _Purchase of assets _Marriage

8. You have already invested in: _Real estate _Bank Fixed Deposits /Companys FD _Mutual Funds _PPF _Bonds _Shares

9. With respect to your goals, how much risk / volatility are you willing to accept? _Minimal result should be relatively stable with the majority of return derived from current income, even if it means the total returns are relatively small. _Some decline in value as long as the portfolio generates current income and exhibits capital appreciation over time _Moderate somewhat volatile performance is acceptable as the portfolio is invested primarily for capital appreciation over the long term _Considerable/ substantial risk substantial risk can be undertaken to pursue larger total returns. 10. What is your prime concern for your investments? _Optimize returns _Capital appreciation _Tax benefits

_Stable returns 11. How important are the following factors for your investments (Rank them in order of priority) _Safety _Liquidity _Returns _Convenience _Tax-benefits

12. How much of a temporary decline would you tolerate? _No decline _5% - 10% decline _10% - 15% decline _More than 15% decline.

13. Which of the following statements do you agree with? _Money should be 100% safe even if returns do not keep pace with inflation _Investments keep pace with inflation _Investments grow faster than inflation

14. In case of fluctuations in the value of investments do you prefer to: _Sell _Hold investments _Use decline as an opportunity to invest _Diversify across markets (bonds, shares& mutual funds)

15. Mutual funds invested in earlier. _Alliance _Prudential ICICI _Birla Sun life _Zurich _UTI _Cholamandalam _Others specify-------

Thank you.

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