1) Primary source of income?*
Select Answer
Salary
Business
Pension/PF - Retired
Dependent on other
2) Secondary Source of Income?*
Select Answer
Dividend
Rental
Others
None
3) Annual income range?*
Select Answer
Between Rs.2.5 Lakhs to Rs. 5 Lakhs
Between Rs. 5 Lakhs to Rs. 10 Lakhs
Between Rs. 10 Lakhs to Rs. 20 Lakhs
More then Rs. 20 Lakhs
4) Your Proposed Investment Amount?*
Select Answer
Less than 2 Lakhs
2 to 5 Lakhs
5 to 10 lakhs
More than 10 Lakhs
5) Market Value of portfolio held?*
Select Answer
< 1 lacs
1-2 lacs
2-5 lacs
> 5 lacs
6) Select the investments you currently own?*
Select Answer
Equity & Equity Mutual Funds
Debt & Debt Mutual Funds
Other (PMS/AIF/Real Estate) Products
FD & Savings Account
7) Value of Liabilities/Borrowings as on date?*
Select Answer
Below 5 Lakhs
5 to 10 Lakhs
10 to 20 Lakhs
Above 20 Lakhs
8) Portion of income allocated to paying off debts/EMIs?*
Select Answer
Below 15 percent
15 to 30 percent
30 to 50 percent
Above 50 percent
9) Objective of Investment?*
Select Answer
Regular Income Growth
Higher returns on investment with some losses in short term
Long term value creation with chances of higher short-term losses
Capital growth/appreciation consistently with a moderate volatility
10) What is your Investment Horizon?*
Select Answer
Less than 2 years
2 to 5 years
5 to 10 years
More than 10 years
11) What if your investmet is down by more than 15%?*
Select Answer
Invest more
Keep investments as they are
Sell and preserve cash
Wait till the market recovers and then sell
12) Age Group?*
Select Answer
18 to 30
31 to 45
46 to 60
60+
13) How many dependents do you financially support?*
Select Answer
None
Between 1-3
4+
