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We make NRIs Grow Financially...

 

 

Online Investment Profile Analysis Questionnaire:

To determine what kind of investor you may be, we would want you to fill this online questionnaire, so that we could advise you better on your investments.



This questionnaire is designed to measure several important investment parameters that would enable us to understand your personal investment preferences and circumstances, in order to recommend a mutual fund most suitable to your needs. This questionnaire would also assist us in establishing your individual investor profile, based on your goals, background and risk tolerance.



>> Questions with * are mandatory.
 

 
1. Name*:
2. Email address*:
3. Country of residence at present*:
4. Phone number with country code*:
5. I do not need a high level of current income from my investments. I am more interested in their long-term growth potential. Strongly Agree
Agree
Disagree
Strongly Disagree
6. I have set aside savings to cover large expenses such as purchasing a home, college tuition or financial emergency. Strongly Agree
Agree
Disagree
Strongly Disagree
7. I am concerned about the effects of inflation on my investments. Strongly Agree
Agree
Disagree
Strongly Disagree
8. I can tolerate sharp ups and downs in the short-term value of my investments in return for potential long-term gains. Strongly Agree
Agree
Disagree
Strongly Disagree
9. I am comfortable holding on to an investment even though it declines sharply in value. Strongly Agree
Agree
Disagree
Strongly Disagree
10. I am willing to take the risk associated with my investments in order to earn a potential return greater than the rate of inflation. Strongly Agree
Agree
Disagree
Strongly Disagree
11. I consider myself knowledgeable about the risks and potential returns associated with investing in stocks, mutual funds and other types of securities. Strongly Agree
Agree
Disagree
Strongly Disagree
12. For how many years do you plan to stay invested with your investments? More than 15
More than 10
More than 5
Less than 5
13. I am comfortable with an investment that may take 5 years to provide the returns I expect. Strongly Agree
Agree
Disagree
Strongly Disagree
14. How stable is your current income source? Very unstable
Moderately unstable
Moderately stable
Very Stable
15. In how many years will you withdraw all or the majority of this investment? Less than 5 years
Between 5 and 10 years
Between 11 and 20 years
More than 20 years
16. Anything else in mind? Please feel free to write.



* Mutual Fund investments are subjected to market risks, kindly read the offer document carefully before investing.

* Past performances of any given mutual fund do not guarantee its future performances or returns.





 


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FREE Investment Advice from our Expert...
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Risk Warning

Trading & Investing practices carry a high level of risk to your invested capital. It is advised for (Non Resident Indians - NRIs) to speculate only with the money you can afford to loose. Some financial products offered by us may not be suitable for all investors, therefore ensure you fully understand the risks associated with them, and seek independent advice if necessary. Past performance does not guarantee future performance.

 

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Use of this website constitutes your acceptance, that you have gone through the Disclaimer mentioned in it.