1. Age (in years):
less than or equal to 30
31-40
41-45
46-50
51-56
57 and above
2. Gender:
Female
Male
Others
3. Occupation:
Retired / Unemployed
Salaried
Business / Profession / Self Employed
1. What is your investment horizon?
Less than 3 months
3 months or more but less than a year
1 year or more but less than 3 years
3 years or more but less than 5 years
5 years or more but less than 10 years
10 years or more
2. Compared to others, how do you rate your willingness to take financial risks?
Cannot take any risk at all
Low risk taker
Average risk taker
High risk taker
3. When faced with a major financial decision, are you more concerned about the possible losses or the possible gains?
Possible Losses
Possible Gains
4. Have you ever invested a large sum in a high risk- high return investment mainly for the "thrill" of seeing whether it gives you quick returns?
No. I’ll never do that
Yes. But I won’t do it again.
Not yet. But I wish to try at least once.
Yes, and I want to try it again
Yes, and I wish to have some investment in such options always
1. How much of this investment could you stand to lose without having a significant impact on the purpose of this investment?
None or very limited losses (not more than 5%)
Small losses (between 5% to 10%) could be tolerated
Moderate Losses (between 10% to 20%) could be tolerated
Large losses (between 20% to 33%) could be tolerated
Very large losses (more than 33%) could be tolerated
2. If you suddenly needed lump sum money, how likely is it that you would need to en cash this investment?
I would almost certainly need to encash this investment
I may need this investment if I needed significant amount of money quickly
I have other savings and investments to meet such need
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