1. Please mark your age category?
2. How many dependents you have?
3. What is your net annual income (after tax payments)?
4. How many months of expenses can your emergency funds cover?
5. Do you have any loans borrowed?
6. As a percentage of income how much you can invest per month?
7. What is your purpose of investment?
8. Read the statement and answer “ My preference is capital protection than high returns”?
9. How much returns you are expecting out of your investments?
10. Read the statement and answer “I am willing to take high risk to get high returns”
11. Presently your investments are more in?
12. How long you can stay invested?
13. What % of fall in your investment value will worry you?