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Everyone is unique, and so are their financial situations and investment objectives.

As a investor, your financial goals can be diversified. These may be based on time horizon, liquidity requirements and attitude towards risk. Thus this investor profile questionnaire is designed to prepare an assertion about the basic investment objectives and the investment personality of the people. So, kindly fill in the questionnaire so that we can make this study successful.

QUESTIOINNAIRE ON INVESTMENT OUTLOOK


Personal Information

Please Specify your age o Below 40 o 40-49 o 50-59 o 60-69 o Above 70 Please specify your monthly income o Below Rs.10000 o Rs.10000-Rs.30000 o Rs.30000-Rs.50000 o Rs.50000 Rs.80000 o Above Rs.80000 State your educational qualification. o Doctorate o Post Graduate o Under Graduate o +12 / 10 th o Illiterate
Investor Knowledge 1) What best suits your investment knowledge?

o o o o o

Very limited or none Basic knowledge Average knowledge Better than average knowledge Advanced knowledge

2) Who usually guide you for choosing your investment avenues? o Self guidance o Family o Friends o Agents and institutions o Media

3) What investment avenue you invested recently o Infrastructure bonds o Mutual funds o Public deposits o Bank deposits / Post office deposits o Insurance o ETFs /Gold Bars / Gold Bonds
Investment Objectives and Time Horizon

4) What is the amount of savings you get after all the loans and expenses? o Below Rs.30000 o Rs.30000-Rs.60000 o Rs.60000-Rs.80000 o Rs.80000-Rs.100000 o above Rs.100000 5) When do you anticipate to use the money you have invested (lock in period)? o Less than 3 years o 3-5 years o 6-10 years o 11-15 years o more than 15 years 6) What portion of your investment made, will you like to use in the specified time horizon that you have stated in your previous answer? o More than 60% o 40% - 60% o 20% - 40% o Less than 20% o None 7) What is the rate of return you expect to get in the specified time horizon o 10-12% o 12-16% o 16-20% o Above 20% 8) How much of your savings are you ready to part with for investment? o Below 10% o 10-25% o 25 -50% o Above 50%

9) What is your investment objective (choose from the following statement) o I want to make use of the income from investment with retirement income o I want to preserve the value of my investments o I want my investments to supplement my income, though there are moderate fluctuations in the market o I want my savings to grow over time o I want to avail tax benefits o I dont want to keep my funds idle 10) What are your intentions regarding withdrawals and / or additional contributions over the next over 5 years o I intend to make withdrawals at regular intervals o I intend to make withdrawals , but cannot exactly say when o I dont want to make any withdrawals or deposits o I intend to make deposits at regular intervals o I intend to make deposits, but cannot exactly say when
Investor Attitude Towards Risk

11) Suppose you invest Rs. 10000 what is the maximum drop in value you can take in the specified time horizon? o Less than Rs.1000 o Rs.1000 o Rs.2000 o Rs.3000 o More than Rs.3000 12) If a significant loss occurs in your investment, how long will you like to hold it for recovery of value? o Less than 6 months o 6 months -1 year o 1-2 years o 2-4 years o more than 4 years 13) What will you do if you come to know that your investments were to fall over 69 months? o Sell the investment o Hold it till recovery of value o Sell such % of investments which has led to fall in value o Buy more in anticipation of increase in value 14) If you find an optimal investment avenue that matches your objectives, will you make further investment? o Yes o No 15) Will you choose to invest in different avenues or just on one Investment Avenue? o Varied investments

o Only one type of investment

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