How would you describe your overall income status?

       Just about manage to make end meet no monthly savings.

       10

       My PF and other employment benefits are my only source of savings.

       20

       I put aside at least 10% of my take home salary every month in savings.

       30

       My income from my wealth more than adequately provides for my cost of living.

       40

What is the status your accommodation? Those who own a house. Choose from last to option only.

       I stay with my parents/spouse.

       20

       I live in company accommodation.

       10

       I own a house but am saving to buy a better house.

       30

       I own as good a house that I would ever want to

       40

Purpose of your investment, in term of earning profit

       10 to 20 Monthly return on investment.

       20

       More than 40% Monthly return on investment .

       40

       20 to 30 Monthly return on investment

       20

       30 to 40 Monthly return on investment

       30

What is the duration of investment you are looking forward to keep invested?

       Short term Positional ( from 1 month to 6 months)

       10

       Long term Positional (more than 1 year)

       0

       Intraday

       20

In which of the following market segments have you traded previously?

       Equity

       Commodity

       Derivatives Stock

       Forex

       All

What is your experience with equity investments?

       Extensive experience

       Moderate experience

       Very less experience

       No experience

What is your experience with Commodity investments?

       Extensive experience

       Moderate experience

       Very less experience

       No experience

What is your experience with Forex investments?

       Extensive experience

       Moderate experience

       Very less experience

       No experience

What is your Age Group? 

       Under 35

       40

       Under 45

       30

       46-55

       20

       55-60

       10

       60+

       0

Investment Goal

       Capital Appreciation

       0

       Regular Income

       40

       Capital Appreciation and Regular Income

       20

Proposed Investment Amount

       <1 lacs

       0

       1-2 lacs

       10

       2-5 lacs

       20

       > 5 lacs

       30

Gross Annual Income details:-

       Below 1 lac,

       0

       1-5 lac,

       10

       5-10 lac,

       20

       10-25 lac,

       30

       >25 lac

       40

Sources of Income

A.     Primary Source

       Salary

       Business

       NA

B.      Secondary Source

       Royalties

       Rental

       Dividend

       Others Specify

       No

Market Value of portfolio held

       <1 lacs

       10

        1-2 lacs

       20

       2-5 lacs

       30

       > 5 lacs

       40

Investment Experience

        < 3 years

       0

       3-5 years

       10

       >5 years

       20

How many dependents do you financially support?

        None

       20

       Between 1-3

       10

       4+

       0

What is the size of your emergency fund?

       do not have

       0

       < 1 month income

       0

       1-3 months income

       10

       3-6 months income

       20

       > 6 months income

       30

What is your experience with investments in past?

       Very Good

       40

       Good

       30

       Moderate

       20

       Bad

       10

       Very Bad

       0

What percentage of monthly income is allocated to pay off debt [all EMIs]?

       None

       40

       Between 0% -20%

       30

       Between 20% - 35%

       20

       Between 35% - 50%

       10

       > 50%

       0

Occupation (please select the appropriate)

       Others

Are you any of the following, or are directly or indirectly related to any of the following

       Civil Servant, 

       Politician,

       Current or former head of state,

       Bureaucrat (Tax authorities, Foreign Services, IAS etc),

       Current or former MP/MLA/MLC,

       Connected to Media,

       Connected to any company/promoter group/ group of companies listed on any stock     exchange

       NA