| 1.Enter
your Date of Birth (dd/mm/yyyy) |
|
| 2.
Are you the sole bread earner
in the family? |
Yes
No |
| 3.
No. of Dependants : |
|
|
| 4.
What is your saving as a percentage
of your total income? |
|
| 5.
How long have you been employed
with your present employer?/how
long have you been in business? |
|
|
6. Do you have any financial commitment
in near future? |
Yes
No |
| 7.
Do you worry about fulfilling
your child's financial goals(such
as education,marriage,..etc?) |
Yes
No |
| 8.
In case of your immediate demise
would your life insurance cover
be able to sustain your family
for at least a year? |
Yes
No |
| 9.
If you have bought a scrip with
a view of long term holding and
if market fell drastically , will
you sell? |
Yes
No |
| 10.
You had purchased a scrip year
back .it is now trading at a price
beyond your expectations giving
you super normal returns.On undertaking
research you find that the company's
business prospects have significantly
improved.What would you do? |
Buy More
Hold
Sell |
| 11.
If your income stop today ,for
how long you be able to cope up
with your expenses? |
|
| 12.
If one of your dependants suddenly
hospitalized and you need cash
, what would you do? |
|
| 13.
You have got an investment offer
a friend who has started new business
which has attractive prospects.Would
you invest? |
|
Yes,substantially
Yes,minimum
No,avoid |
| 14.
You have saved for big vacation.Two
weeks before your departure, you
lose your job.What would you do? |
|
| 15.
In the past , how have you taken
most of your investment decision? |
|
