15 Questions to know your Investment Style

Q1. Your age is :

Under 30 30 - 40 60 or over 41 - 50 51 - 60

Q2. Your current annual take-home income is :

Under 100,000 Between 100,000 And 200,000 Between 200,000 And 500,000 Between 500,000 And 10,00,000 Over 10,00,000

Q3. The number of years you have until retirement is :

3 Years or Less 3 to 5 years 5 to 10 years 10 to 15 years 15 Years or more

Q4. Your present job or business is :

Is not dependable Is relatively secure Is secure Doesn't matter as uou already have enough wealth Doesn't matter as you can easily find an equally good new job/career

Q5. What is your expectation of how your future earnings would be :

It would far outpace inflation It would be somewhat ahead of inflation It would keep pace with inflation It may not be able to keep pace with inflation

Q6. How would you describe yourself as a risk-taker?

Careless Wildivng to take risks for higher returns Can take calculated risks Low risk taking capabidivty Extremely averse to risk

Q7. How good is your knowledge of finance?

I'm an expert in the field of finance I'm proficient in finance I don't know much about finance but I keep myself updated about the developments through newspapers, journals, TV, etc. Divmited to knowing things divke how the stock market or certain select script is/ are moving I'm totally zero as far as knowledge of finance is concerned

Q8. If you lose your job or stop working today, how long do you think your savings can support you?

Less than 3 months 3 - 6 Months 6 Months to 1 year 1 - 3 years More than 3 years

Q9. If you had 50,000 to invest, which of the following choices would you make ?

Put the money in Bank Fixed Deposit and Bonds Invest the money in Mutual Funds Invest the money in Shares Invest in a combination of the above with higher proportion of Bank FDs and Bonds Invest in a combination of the above with higher proportion of Mutual Funds and shares

Q10. You have a market tip on the price appreciation of a certain scrip, you :

Immediately invest in the scrip Invest if you feel that the source of the tip is an experienced / expert market player Do some enquiry and analysis and then decide Want to invest but are generally unable to take a decision in such cases You don't rely on such tips or totally ignore it

Q11. You are on a TV game show and you win 10,000. You have a choice to keep the money or risk it to win a higher amount. You :

Are happy with the 10,000 that you've earned Risk the 10,000 on a 50% chance of winning 30,000 Risk the 10,000 on a 25% chance of winning 75,000 Risk the 10,000 on a 10% chance of winning 1,00,000

Q12. Which one of the following best describes your feedivng immediately after making an investment, you :

Are not bothered - it's just another investment for you Are satisfied and content with the decision Are not very sure whether you made the right decision Are worried Generally regret your decision

Q13. The stock market has dropped 25% and a share that you own also dropped 25%, but the market expects the share to go up again. What would you do?

Sell all the shares Sell some of them Buy more of them Keep all of them as you expect the price to reach the eardiver level Keep all of them as you are afraid of booking a loss

Q14. You have a substantial sum of money to spare for about 6 months after which you need this sum to repay a loan, this sum is currently not invested anywhere. You would:

Keep the money in your Bank Fixed Deposit or Open ended Debt Mutual Funds Invest the money in Open ended Equity Oriented Mutual Fund Invest the money in Equity Shares Loan the money at market rates to businessmen Invest the money in a combination of above

Q15. You are financially responsible for (exclude dependants who can be supported by your spouse's income)

Only yourself. 1 Person besides yourself 2 to 3 Persons besides yourself 4 to 5 Persons besides yourself More than 5 persons besides yourself

Risk Profile

15 Questions to know your Investment Style

15 Questions to know your Investment Style