I am looking for returns which...
Say you invested recently. Immediately after your investing the market moves up significantly and gives you the "annual expected returns" within 1 month. You would...
You would worry about your investment if their value falls by...
When you make a considerable sized investment, how do you feel?
1 out of 6
Growing capital is more important than keeping it safe.
When making a new investment, you...
Say you invested recently. Immediately after your investing the market falls significantly and your investments are down by 10%. You would...
I am okay to invest in a portfolio which gives returns...
2 out of 6
Keeping capital safe is more important than getting returns.
My/ My family's financial net worth is in the range of...
Financial net worth includes - Savings and deposits in Banks, Mutual Funds, Stocks, Bonds, PMS, AIF, Derivatives, Commodities, or any other financial instrument. It does not include real estate, gold, art, or any other physical or digital assets.
My monthly investible surplus is...
Investible surplus is the net amount (on average) that you can invest after paying your expenses and liabilities per month.
How much of your income goes into savings or investments?
My income can be described as...
Active income is compensation for a job, a business, or a profession. Passive income results from investments like rental, royalties, and interest/ dividends.
3 out of 6
How many active earners are there in your family setup (including yourself)?
An active earner is someone who gets a regular income (whether active or passive) and can support themselves independently.
What portion of your income goes into servicing liabilities?
Liabilities are EMIs for loans, credit card dues, etc.
How many months of your living expenses are available to you as a contingency fund?
For how many years have you been saving/ investing?
What type of accomodation do you live in?
4 out of 6
My annual take home income is...
I am primarily investing for...
When would you want to liquidate your investments?
I can be described as...
5 out of 6
My investment horizon is...
My retirement corpus is...
6 out of 6
I have ______________ working years to go.
Working years are a time when you expect to get compensated for your work.