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1. What is your age group? Under 3536-5556-65Above 65
2. What is Your Investment Amount? Less than 2 lacs2-5 lacs5-10 lacsAbove 10 lacs
3. Investment Goal ?
Capital AppreciationRegular IncomeCapital Appreciation and Regular Income
4. What is Your Preferred Investment Type? Short Term PositionalLong term PositionalIntraday
5. What is your preferred segment? EquityOptionFutureAll
6. How long have you been Investing? 0-1 yr2-3 yrsAbove 3 yrs
7. What is your annual Income? 2-4 lac5-7 lacAbove 7 Lac
8. Size of your Emergency Fund? Don’t Have1-3 Month Income3-6 Month Income06-12 Month Income
9. Source of Income ? SalaryHouse Rent IncomeOther IncomeBusiness & Profession
10. Risk Tolerance Ratio ? HighMediumLow
11. What is your preference low risk, low return or high risk, high return? Low Risk, Low Return.High Risk, High Return.
12. When market is not performing well do you prefer to buy risky investments and sell less risky investments ? Strongly PreferPreferDo not preferStrongly do not prefer
13. Percentage of Monthly Income is allocated to pay off debt [all EMIs]?
NoneBetween 0%-20%Between 20%-50%Greater than 50%
14. What would you do if there is a drop of in value in one of your investments?
Book your loss and invest in fixed deposits or bonds.Hold on till the share comes back to your cost price and sell It.Book your loss and invest in fixed deposits or bonds.Hold on till the share comes back to your cost price and sell It.
15. How secure is your current and future income from sources? Not SecureSomewhat SecureFairly SecureVery Secure
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