RISK PROFILE:
- Your risk taking capacity in stocks is…
- Low
- Moderate
- Moderately aggressive
- Agressive
- You want to invest in stocks for….
- Less than 2 years
- 2 to 5 years
- 5 to 10 years
- 10 years & more
- What percentage of your total assets you are willing to put in stocks ?
- 0 to 10%
- 10 to 25%
- 25 to 50%
- More than 50%
- Your returns expectation from stocks in next 5 years ?
- Anything above bank return & inflation
- 2 to 3 times
- 3 to 5 times
- 5 times or more
- Number of people dependent on you ?
- None
- 1 to 2
- 2 to 4
- 4 & More
- Any upcoming major expense for which you may need to withdraw money from stocks ?
- None
- In 2 to 5 years
- In 5 to 10 years
- After 10 years
- Since how long you are investing in stocks ?
- Just started, this is my first time
- Since last 3 years
- Since last 5 years
- since last 10 years or more
- How frequently you will add capital into stocks ?
- Will invest at one go & looking to grow on that capital
- Will invest on regular intervals as & when i get extra cash
- Will invest systematically every month / quarter / year
- Will invest more in future as i get cash from sale of other assets
- Do you have any ongoing bank loan / liability ? ( tick & able to select multiple options )
- Personal loan
- Home loan
- Car loan
- Other