Investment Suitability Profile Cum Asset Allocation Plan
Name
Birth Date
Age
Email id
PAN Card No
Photo
Question 1 OF 9
Which of the following situation best describes your current life stage?
Single with No Financial Liabilities
Retired
About to retire
Couple with children
Couple
Single with Financial Liabilities
Question 2 OF 9
What is your primary objective or goal for investing?
Capital protection
Regular Income
Regular Income with capital appreciation
Long term capital appreciation
Question 3 OF 9
What is your investment horizon?
Very short term (Less than 1 year)
Short term(1 to 3 years)
Moderate term (3 to 5 years)
Long term (6 to 10 years)
Very long term (10 Years and above)
Question 4 OF 9
Following shows the range of the highest and lowest possible one year return from different portfolio. Which of these portfolios would you like to go for?
Annual 6%, Best 8%, Worst -1%
Annual 8%, Best 12%, Worst -4%
Annual 10%, Best 15%, Worst -7%
Annual 12%, Best 25%, Worst -18%
Question 5 OF 9
If fund outperforms its benchmark index but still has given negative return in 3 years period, in such situation what describes the best possible reaction of yours?
Irrespective of market movement I must get better return than the Fixed Deposits
I would be worried and will review my funds with the help of expert
I will be fine if the fund is sticking to the investment objective
It's fine as long as the fund is outperforming the benchmark
Question 6 OF 9
If your fund's NAV declines by 30% in one year what would be your reaction?
I will sell those funds
I will partly sell those funds and will move to the safer investments
I will not invest more but will hold to the existing units
I will invest more into those funds
Question 7 OF 9
How would you react if your debt fund loses 5% of its value over a one year period?
I will sell my debt fund and will never invest into Debt fund
I will partly sell those funds and move to Fixed Deposits or Gold
Will hold to those funds
Buy more of these debt funds
Question 8 OF 9
If your SIP gives negative return in 3 Years, what would your reaction be?
I will stop my SIP and will sell all the units
I will stop my SIP but will not sell existing units
I will switch to better performing funds
I will continue or increase my SIP amount
I will increase my SIP amount and also will make additional purchase
Question 9 OF 9
How familiar are you with the investments and capital markets?
Not familiar at all. I don't understand the complexity of market
Somewhat familiar. I don't fully understand the factors affecting markets
Familiar. I understand the factors affecting markets and investments
Very familiar. I always do lots of research and understand the factors affecting the markets and investments
SRIKAVI WEALTH
OFFICESRIKAVI@GMAIL.COM
9972520155
QUALIFIED PERSONAL FINANCE PROFESSIONAL