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)
Private sector service,
Public sector,
Government sector
Business ,
Professional,
Agriculturist,
Retired,
Housewife,
Student,
Dealer,
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