Number of dependants you support financially (other than yourself)

Total Sum assured of all the Life insurance policies you have taken is __times your annual expenses including EMIs, if any

What percentage of your income do you manage to save

What percentage of your post tax income is used for repayment of debt

Your net assets (total assets less liabilities) lies in the range of

Do you own a house property

What is the size of your emergency fund

I have not created an emergency fund Between 1 to 3 months of average monthly expense Between 4 to 6 months of average monthly expense More than 6 months of average monthly expenses

Expected expenditure on your life goals (like daughter’s marriage, house property etc) in next 5 years is

Less than 3 times Your Annual Post Tax Income Less than 5 times Your Annual Post Tax Income Less than 7 times Your Annual Post Tax Income More than 7 times Your Annual Post Tax Income

Number of years left to retirement

Do you expect to maintain your current living standard after retirement

How secure are your future sources of income (employment, business, etc)

Do you expect your income to

If you win Rs. 1,00,000 in a quiz contest, would you

You have saved a long while to buy an expensive car. A week before you buy the car, you lose your job. Would you:

Postpone your purchase Buy a new car but not the expensive one you saved for Go ahead with your purchase plan and buy the same car Buy the same car and go on a one week vacation to celebrate the new purchase

If the value of your investments drop by 10% in a year would you immediately switch to all cash

You prefer having your savings in the bank and do not mind a return of 3.5% per annum

While making an investment, I plan to hold the investment for

I would invest in a mutual fund based on

Random decision Conversation with friends, co-worker or a relative Self research Research by professionals

When it comes to investing, how do you rate your financial quotient on a scale of 1 – 10

How do you interpret the word risk

Which of the following portfolios would you like to invest in

Low risk / Low return portfolio Low to Mod risk / Low to Mod return portfolio Moderate risk / Moderate return portfolio Mod to high risk / Mod to high return portfolio High risk / High return portfolio

What would you prefer

Aggressive capital appreciation Invest more for capital appreciation than current income Invest in a balanced manner (capital appreciation & current income) I would not invest, rather redeem my investments to meet short term goals I would not invest, rather redeem my investments to meet short term goals