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Php
1. How long have you been investing in Equity Markets / Stocks / Mutual Funds?
Less than 1 year
Around 1-3 years
Around 4-6 years
More than 7 years
Next
2. How do you usually react to a significant decline in the value of your investments (e.g. 20% to 40% drop)?
I would sell all my investments
I would sell some of my investments
I would do nothing
I would buy more investments at the lower price
Next
3. How comfortable are you with taking risks / losses to achieve better returns?
Not comfortable at all
Slightly comfortable
Moderately comfortable
Very comfortable
Next
4. What level of temporary decrease in investment portfolio value can you tolerate?
Minus <10%
Minus 10-25%
Minus 25-40%
Minus >40%
Next
5. How stable is your current income / job or business?
Very unstable
Somewhat unstable
Stable
Very stable
Next
6. How many months of living expenses do you have saved in an Emergency Fund?
Less than 3 months
Around 3-6 months
Around 6-12 months
More than 12 months
Next
7. Do you have any near-term financial obligations that you may have to access your investments?
Yes, significant obligations
Yes, some obligations
Few obligations
No obligations
Next
8. How would you characterise your past and current investments?
Mostly safe investments like FDs, PF etc
Somewhat safe investments & some risky
Equal Combination of safe and risky
Mostly risky investments like stocks and equities
Next
9. What is your expected annual return on your investments to meet your investment objectives?
Less than 6%
Around 6-9%
round 9%-12%
More than 12%
Next
10. What is your primary objective for all investments?
Wealth Preservation (keep investments intact)
Wealth Distribution (generate regular income)
Nominal Wealth Creation
Agressive Wealth Creation
Next
11. How long do you plan to invest before you need to start withdrawing your investments?
Less than 3 years
Around 3-5 years
Around 5-10 years
More than 10 years
Next
12. How flexible are you with investment time horizon i.e. how long can you hold the investments?
Not flexible at all
Slightly flexible with the timeframe
Somewhat flexible with the timeframe
Very flexible with the timeframe
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