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Questionnaire

The document is a questionnaire that collects information from potential investment clients. It asks for contact details and then inquires about the client's investment goals, timeframe, risk tolerance, assets, debts, income, and any assistance needed from an investment advisor. The questions aim to understand the client's full financial picture and preferences in order to provide suitable investment recommendations and services.

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Aamir Shakil
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51 views2 pages

Questionnaire

The document is a questionnaire that collects information from potential investment clients. It asks for contact details and then inquires about the client's investment goals, timeframe, risk tolerance, assets, debts, income, and any assistance needed from an investment advisor. The questions aim to understand the client's full financial picture and preferences in order to provide suitable investment recommendations and services.

Uploaded by

Aamir Shakil
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Questionnaire

Name Address Phone(s) E-mail

1. Do you invest your funds? a. Yes b. No 2. If yes then, how do make your investments? a. On my own b. Through a consultants help 3. What approach do you have towards your investments? a. Long term benefits purpose b. Short term benefit purpose 4. What are you short term goals (Upto 5 years)? a. b. c. 5. What are your long term goals (+5 years)? a. b. c. 6. What is your pattern of investment? a. (Thru shares open market)High profile product based b. (Short term insurance or long term insurance )Dividend based c. MF d. SIP e. FD f. Gold g. Property h. COM i. Currency j. Both 7. On a scale of 1-9, with 1 being very aggressive and 9 being very conservative, what number best describes your desired investment posture? a. _____________ (The lover the number, the more aggressive you are.) 8. What investment pattern would you select for your future investments? a. Long term b. Short term 9. In which part of the city do you live?

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a. _________________ Where do you reside? a. Owned house b. Rented house Which car do you drive? a. ___________ b. None Do you have any loan or liability under your name? a. Yes b. No If yes then what is the tenure of your loan or other liability payoff? a. b. c. Annual earnings (approx). a. ________(in lakhs) Do you take any help of your banker in your investment decision building? a. No b. Yes, please specify the nature of help ____________________________________________________. Do you require any special services from your investment advisor a. No b. Yes, please specify.________________

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