Questionnaire

Your Email Address:

Confirm Email Address:

Your Age:

Your Gender:

Male Female Non-Binary

Which City & Country you live in?

1. What is your primary source of information for equity investments?

Tips from friends/social media/youtube etc. Investment Journals/Newspapers etc. Annual Reports/Equity Research Reports/Concalls etc. I use all of the above along with Technical Analysis I consult a Financial Advisor

2. What is your monthly income?

Less than INR 50,000 INR 50,000 - 1,00,000 INR 1,00,000 - 3,00,000 INR 3,00,000 - 5,00,000 More than INR 5,00,000

3. How often does your income go below the average range mentioned in the previous question?

Very Often Often Sometimes Rarely Never

4. What is the typical time horizon of your investments?

0 - 6 Months 6 Months - 1 Year 1 - 3 Years 3 - 5 Years More than 5 Years

5. Have you invested in direct equities before? If yes, what is your total experience of equity investment in years?

Never Invested Less than 1 year 1-5 years 5-10 years More than 10 years

6. Do you have an Emergency Fund (Cash or Liquid Instruments)? If yes, how many month’s expense does it cover?

Do not have 1-6 Months 6-12 Months 1-2 Years More than 2 Years

7. What is your minimum average annual return expectations from direct equity market investments? (Please keep in mind that more return comes with more risk)

Should beat inflation 10 -15% 15 - 20% 20 - 25% More than 25%

8. How often do you track or how often would you like to track your investments?

Daily Weekly Once a Month Quarterly Only when there is some big news that may impact the market

9. How much percentage of short term loss will you be comfortable with? (Without getting a panic attack :P )

0 - 10% 10 - 20% 20 - 30% 30 - 40% More than 40%

10. If you see a stock you have invested in is down 30-40% due to market crash (not related to the stock only), what would be your reaction?

Sell all the holdings in the stock Sell Partially and Keep some Do Nothing Invest more if I have money Borrow and Invest more

11. What is your ultimate financial goal that you want to achieve with your equity investments?

I am not sure To beat inflation To achieve life goals (home/car/children education etc.) To generate passive income in future To achieve financial independence

12. Investment Strategy (aggressive, moderate, conservative):

Questionnaire

Investor Profile

Stock Allocation