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Submission

1

What is your current occupation?

Service Business/ Self Employed Student/ Homemaker Retired

2

What is your age group ?

20 To 35 35 To 50 50 To 60 Above 60

3

The number of years you have until retirement is:

More than 25 years About 25-15 years About 15-5 years Less than 5 years/retired/ not applicable

4

If your current source of income stopped today, how long will your savings support you?

less than 3 months 3 - 6 months 6 months to 1 year More than 1 year

5

What percentage of your monthly income can you save

Less Than 10% 10 To 20% 20 To 30% More Than 30%

6

What would be your ideal time horizon for investment ?

Less Than 1 Year 1 To 3 Years 3 To 5 Years More Than 5 Years

7

You have to financially support:

Only yourself Two persons including yourself 3-4 persons other than yourself More than 4 persons other than yourself

8

Your current annual familysavings (income less expenses) is: {Family to include members whose income you can fall upon. In general, include spouse if married and parents if not.}

Under Rs.500,000 between Rs.500,000 and Rs.1000,000 between Rs.1000,000 and Rs.15,00,000 over Rs. 15,00,000

9

Which of these objectives is the most important to you from an investment perspective?

Long-term growth Balance current income and long-term growth Generating regular income to meet current requirements Preserving wealth

10

In which of the following options have you made highest investment till date ?

Liquid Funds, FD, PPF Debt Mutual Funds, Bonds Shares, Equity Oriented Funds Alternate Assets

11

What level of fluctuation in the value of a financial product would be generally acceptable to you?

Less than 10% up or down Between 10% up and 10% down Between 20% up and 20% down More than 20% up or down

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