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1) Your age is
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Under 30
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30 - 40
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41 - 50
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51 - 60
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60 or over
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2) Your current annual take-home income is
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Under 100,000 (Rs)
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between 100,000 (Rs) and 200,000 (Rs)
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between 200,000 (Rs) and 500,000 (Rs)
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between 500,000 (Rs) and 10,00,000 (Rs)
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over 10,00,000 (Rs)
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3) The number of years you have until retirement is
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3 years or less
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3 to 5 years
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5 to 10 years
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10 to 15 years
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15 years or more
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4) Your present job or business is
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Is not dependable
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Is relatively secure
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Is secure
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doesn't matter as you already have enough wealth
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doesn't matter as you can easily find an equally good new job/career
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5) What is your expectation of how your future earnings would be
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It would far outpace inflation
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It would be somewhat ahead of inflation
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It would keep pace with inflation
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It may not be able to keep pace with inflation
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6) How would you describe yourself as a risk-taker?
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Careless
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Willing to take risks for higher returns
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Can take calculated risks
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low risk taking capability
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extremely averse to risk
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7) How good is your knowledge of finance?
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I'm an expert in the field of finance
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I'm proficient in finance
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I don't know much about finance but I keep myself updated about the developments
through newspapers, journals, TV, etc.
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Limited to knowing things like how the stock market or certain select script is/
are moving
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I'm totally zero as far as knowledge of finance is concerned
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8) If you lose your job or stop working today, how long do you think your savings
can support you
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less than 3 months
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3 - 6 months
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6 months to 1 year
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1 - 3 years
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More than 3 years
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9) If you had (Rs).50,000 to invest, which
of the following choices would you make ?
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Put the money in Bank Fixed Deposit and Bonds
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Invest the money in Mutual Funds
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Invest the money in Shares
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Invest in a combination of the above with higher proportion of Bank FDs and Bonds
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Invest in a combination of the above with higher proportion of Mutual Funds and
shares
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10) You have a market tip on the price appreciation of a certain scrip, you
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Immediately invest in the scrip
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Invest if you feel that the source of the tip is an experienced / expert market
player
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Do some enquiry and analysis and then decide
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Want to invest but are generally unable to take a decision in such cases
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You don't rely on such tips or totally ignore it
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11) You are on a TV game show and you win (Rs).10,000.
You have a choice to keep the money or risk it to win a higher amount. You :
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Are happy with the 10,000 (Rs) that you've
earned
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Risk the 10,000 (Rs) on a 50% chance of
winning 30,000 (Rs)
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Risk the 10,000 (Rs) on a 25% chance of
winning 75,000 (Rs)
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Risk the 10,000 (Rs) on a 10% chance of
winning 1,00,000 (Rs)
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12) Which one of the following best describes your feeling immediately after making
an investment, you :
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Are not bothered - its just another investment for you
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Are satisfied and content with the decision
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Are not very sure whether you made the right decision
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Are worried
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Generally regret your decision
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13) The stock market has dropped 25% and a share that you own also dropped 25%,
but the market expects the share to go up again. What would you do ?
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Sell all the shares
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Sell some of them
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Buy more of them
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Keep all of them as you expect the price to reach the earlier level
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Keep all of them as you are afraid of booking a loss
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14) You have a substantial sum of money spare for about 6 months after which you
need this sum to repay a loan, this sum is currently not invested anywhere. You
would:
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keep the money in your Bank Fixed Deposit or Open ended Debt Mutual Funds
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invest the money in Open ended Equity Oriented Mutual Fund
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invest the money in Equity Shares
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loan the money at market rates to businessmen
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invest the money in a combination of above
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15) You are financially responsible for (exclude dependents who can be supported
by your spouse's income)
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only yourself.
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1 person besides yourself
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2 to 3 persons besides youself
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4 to 5 persons besides youself
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more than 5 persons besides yourself
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