Investment Suitability Profile Questionaire

Investment Suitability Profile Questionaire
Investment period
QUESTION 1
"I consider myself to be knowledgeable about investments and financial matters"
QUESTION 2
How secure do you think is your current and future income?
QUESTION 3
Which of the following statements best describes your investment objective?
QUESTION 4
Which of the following statements is true about your current savings / investments?
QUESTION 5
"I am comfortable with investments that may frequently experience large declines in value if there is a potential for higher return"
QUESTION 6

We have outlined the most likely best-case and worst-case annual returns of four hypothetical investment
plans. Which range of possible outcomes is most acceptable to you?

Annual Average, Best Case, Worst Case
QUESTION 7
Do you have any loans for which monthly EMI is being paid?
QUESTION 8
Are you comfortable with a part of your portfolio invested in equity related products which can be very volatile and may result in negative returns, specially in the short term?