General Questions
 
First Name :
Last Name :
E mail Id :
1.
When it comes to making investment decisions:
  I rely entirely on the recommendations of my financial advisors.
  I consider the advice of my financial advisor, but often apply my own judgement and experience.
  I make all of my own investment decisions myself.
     
2. To me a financial advisor means:
      Yes    No
    Certified Financial Planner(CFP)


    Mutual fund agent


    Life insurance agent


    Stockbroker


    Chartered Accountant


     
3. I have previously invested in:
      Yes    No
    Mutual Funds


    Life insurance


    Health insurance


    Equity Shares


    Bank FDs


    PPF/NSC/KVP


    Gold


    Real Estate


     
4. I make investments:
 





On a regular basis
  Annual basis
  Adhoc - Whenever I have spare money
  Adhoc - Whenever my advisor pitches me a product
     
5. My priorities for investing are:
      Very Important  l  Fairly important  l   Not a priority
    Preserving my capital


    Earning a regular income


    Having the value of my investments grow over time


    Speculating in high risk ventures


     
6. I would rate my knowledge of understanding the followings products as:
               Poor   l   Some Knowledge   l   Quite Familiar   l    Well informed
    Mutual Funds


    Life insurance


    Health insurance


    Equity Shares


    Bank FDs


    PPF/NSC/KVP


    Gold


    Real Estate


     
7. I review my porfolio:
 






Every month
  Every 3 months
  Every 6 months
  Annually
  Others (Please specify)  
     
8. My expectation of post tax return on my portfolio of investments is:
 





Never thought of.
  8 - 11%
  12 - 15%
  More than 15%
     
9. My income stream is:
 





Very secure
  Reasonably secure
  Somewhat uncertain
  Very uncertain