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1)
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Your age is :
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Under 30
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30 - 40
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41 - 50
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51 - 60
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60 or over
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2)
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Your current annual take-home income is :
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Under Rs.100,000
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between Rs.100,000 and Re.200,000
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between Rs.200,000 and Re.500,000
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between Rs.500,000 and Re.10,00,000
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over Rs.10,00,000
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3)
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The number of years you have until retirement is :
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3 years or less
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3 to 5 years
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5 to 10 years
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10 to 15 years
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15 years or more
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4)
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Your present job or business is :
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Is not dependable
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Is relatively secure
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Is secure
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doesn't matter as you already have enough wealth
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doesn't matter as you can easily find an equally good new job/career
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5)
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What is your expectation of how your future earnings would be :
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It would far outpace inflation
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It would be somewhat ahead of inflation
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It would keep pace with inflation
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It may not be able to keep pace with inflation
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6)
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How would you describe yourself as a risk-taker?
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Careless
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Willing to take risks for higer returns
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Can take calculated risks
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low risk taking capability
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extremely averse to risk
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7)
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How good is your knowledge of finance?
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I'm an expert in the field of finance
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I'm proficient in finance
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I don't know much about finance but I keep myself updated about the developments
through newspapers, journals, TV, etc.
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Limited to knowing things like how the stock market or certain select script is
/ are moving
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I'm totally zero as far as knowledge of finance is concerned
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8)
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If you lose your job or stop working today, how long do you think your savings can
support you
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less than 3 months
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3 - 6 months
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6 months to 1 year
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1 - 3 years
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More than 3 years
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9)
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If you had Rs.50,000 to invest, which of the following choices would you make ?
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Put the money in Bank Fixed Deposit and Bonds
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Invest the money in Mutual Funds
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Invest the money in Shares
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Invest in a combination of the above with higher proportion of Bank FDs and Bonds
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Invest in a combination of the above with higher proportion of Mutual Funds and
shares
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10)
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You have a market tip on the price appreciation of a certain scrip, you :
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Immediately invest in the scrip
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Invest if you feel that the source of the tip is an experienced / expert market
player
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Do some enquiry and analysis and then decide
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Want to invest but are generally unable to take a decision in such cases
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You don't rely on such tips or totally ignore it
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11)
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You are on a TV game show and you win Rs.10,000. You have a choice to keep the money
or risk it to win a higher amount. You :
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Are happy with the Rs.10,000 that you've earned
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Risk the Rs.10,000 on a 50% chance of winning Rs.30,000
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Risk the Rs.10,000 on a 25% chance of winning Rs.75,000
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Risk the Rs.10,000 on a 10% chance of winning Rs.1,00,000
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12)
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Which one of the following best describes your feeling immediately after making an
investment, you :
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Are not bothered - its just another investment for you
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Are satisfied and content with the decision
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Are not very sure whether you made the right decision
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Are worried
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Generally regret your decision
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13)
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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 ?
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Sell all the shares
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Sell some of them
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Buy more of them
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Keep all of them as you expect the price to reach the earlier level
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Keep all of them as you are afraid of booking a loss
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14)
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You have a substantial sum of money spare for about 6 months after which you need
this sum to repay a loan, this sum is currently not invested anywhere. You would:
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Keep the money in your Bank Fixed Deposit or Open ended Debt Mutual Funds
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Invest the money in Open ended Equity Oriented Mutual Fund
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Invest the money in Equity Shares
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Loan the money at market rates to businessmen
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Invest the money in a combination of above
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15)
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You are financially responsible for (exclude dependants who can be supported by your
spouse's income)
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Only yourself.
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1 person besides yourself
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2 to 3 persons besides youself
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4 to 5 persons besides youself
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More than 5 persons besides yourself
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