Name: Age:

1.How many dependents do you have? _More than 2 _1-2 dependents _None 2. What income bracket do you fall under? _Less than 300000 _300000-600000 _600000 and above 3. Do you intend to invest funds for a long term? _Yes Up to 2 years (short term) 2 5 years (mid term) 6 years & above (long term) _No 4. Your decision to invest is governed by: _The safety of your principle _Beat inflation

_Earn high returns even at high risks _Fixed rate of return from investments _Liquidity 5. Prior to investing do you: _Evaluate options _Base decisions on friendly advice _Will rely on advisor 6. How much of monthly income can you invest? _Less than 10% _10% - 25% _25% - 40 _40% & above

7. What are your financial goals that you intend to achieve in your lifetime? _Good education for your children _Retirement needs _Better standard of living _Purchase of assets _Marriage

8. You have already invested in: _Real estate _Bank Fixed Deposits /Companys FD _Mutual Funds _PPF _Bonds _Shares

9. With respect to your goals, how much risk / volatility are you willing to accept? _Minimal result should be relatively stable with the majority of return derived from current income, even if it means the total returns are relatively small. _Some decline in value as long as the portfolio generates current income and exhibits capital appreciation over time _Moderate somewhat volatile performance is acceptable as the portfolio is invested primarily for capital appreciation over the long term _Considerable/ substantial risk substantial risk can be undertaken to pursue larger total returns. 10. What is your prime concern for your investments? _Optimize returns _Capital appreciation _Tax benefits

_Stable returns 11. How important are the following factors for your investments (Rank them in order of priority) _Safety _Liquidity _Returns _Convenience _Tax-benefits

12. How much of a temporary decline would you tolerate? _No decline _5% - 10% decline _10% - 15% decline _More than 15% decline.

13. Which of the following statements do you agree with? _Money should be 100% safe even if returns do not keep pace with inflation _Investments keep pace with inflation _Investments grow faster than inflation

14. In case of fluctuations in the value of investments do you prefer to: _Sell _Hold investments _Use decline as an opportunity to invest _Diversify across markets (bonds, shares& mutual funds)

15. Mutual funds invested in earlier. _Alliance _Prudential ICICI _Birla Sun life _Zurich _UTI _Cholamandalam _Others specify-------

Thank you.