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Wealth management Questionnaire

5.No. of dependents in the family?(dependents on your income)

a) 1 b) 2 c) 3 d) 4 & above e) Nil

6.What is your Income per annum?

a) Rs.3, 00,000-4, 00,000 b) Rs.4, 00,000-5, 00,000

c) Rs.5, 00,000-6, 00,000 d) Rs.6, 00,000 & above

7.What is the percentage of savings monthly

< 10% b) 10% - 25% c) 25% - 50% d) 50% & above

8.Have you ever invested your savings?

Yes b) No

9.If Yes Please tick your current investments?

a) Government bonds b) Fixed deposits c) Mutual funds

d) Shares e) Property & Real estate f) Gold

g) Insurance h) If others please specify:

10.Which of the factors you consider while investing?

a) Risk b) Return c) Maturity time d) Liquidity e) Transferability

11.Satisfied with your current wealth management?

a) Very dissatisfied b) dissatisfied c) Neutral d) Satisfied e) Very Satisfied

12.Which of the following future purposes, you want to save for?

a) Buy a Property b) Retirement planning

c) Child Education d) Tax planning

e) If others please specify:

13.Which, according to you, is the most important goal in investment making?

a) Maintaining liquidity b) Increasing wealth

c) Saving tax d) If others please specify:

14.What kind of return, you want from your investments?

a) Short term b) Midterm c) Long term

15.What type of risk and return you are expecting from your investments?

a) Moderate Risk+ Moderate Return b) High Risk + High Return

c) Low Risk + Low Return d) Low Risk + High Return

16.Have you ever done economic preliminary research before investing?

a) Yes b) No c) Not aware

Thank You