INVESTMENT PROFILE ANALYSIS

1. Age *This question is required.

• Below 25 years
• 25-35 years
• 35 - 45 years
• 45 - 55 years
• 55 & above

2. Gender *This question is required.

• Male
• Female

3. Educational Level *This question is required.

• School Education
• College Education
• Professional
• Others (required) Please enter an 'other' value for this selection.

4. Occupation

• Salaried
• Professional
• Business
• Retired
• Other (required) Please enter an 'other' value for this selection.

5. Monthly Family Income *This question is required.

• Below Rs. 10,000
• Rs. 10,000 – Rs. 20,000
• Rs. 20,000 – Rs. 30,000
• Rs. 30,000 – Rs. 40,000
• Rs. 40,000 & above

6. Category of investor *This question is required.

• Long term investor
• Day Trader
• Both

7. Experience in the Investing *This question is required.

• Less than one year
• 1-3 years
• 3-5 years
• More than 5 years

8. State the Percentage of your savings invested *This question is required.

Space Cell	<20%	20% - 30%	30%-40%	More than 40%
Equity and related instruments	<20%	20% - 30%	30%-40%	More than 40%
Company FD/Bonds	<20%	20% - 30%	30%-40%	More than 40%
Bank Deposits	<20%	20% - 30%	30%-40%	More than 40%
Post Office products	<20%	20% - 30%	30%-40%	More than 40%
Gold	<20%	20% - 30%	30%-40%	More than 40%
Silver	<20%	20% - 30%	30%-40%	More than 40%
Real Estate	<20%	20% - 30%	30%-40%	More than 40%
Insurance	<20%	20% - 30%	30%-40%	More than 40%
Others	<20%	20% - 30%	30%-40%	More than 40%

9. Rank the following sources of investment information based on your usage and reliability *This question is required.Sources of Investment Information Note: for the following table each column is restricted to a single answer across all rows.

	1	2	3	4	5	6	7	8	9
Abridged Prospectus	1	2	3	4	5	6	7	8	9
Newspaper Journals & Magazines	1	2	3	4	5	6	7	8	9
TV Channels	1	2	3	4	5	6	7	8	9
Investments Related Websites	1	2	3	4	5	6	7	8	9
Brokers / Analysts	1	2	3	4	5	6	7	8	9
Investor Forum	1	2	3	4	5	6	7	8	9
Company Announcements	1	2	3	4	5	6	7	8	9
Investment Advisors	1	2	3	4	5	6	7	8	9
Others (Friends , Relatives etc)	1	2	3	4	5	6	7	8	9

10. Rank your Investment preferences (1 to 10) *This question is required. Note: for the following table each column is restricted to a single answer across all rows.

	1	2	3	4	5	6	7	8	9	10
Equity Shares	1	2	3	4	5	6	7	8	9	10
Debentures and Bonds	1	2	3	4	5	6	7	8	9	10
Futures and Options	1	2	3	4	5	6	7	8	9	10
Mutual Funds	1	2	3	4	5	6	7	8	9	10
NSC/PPF/Post Office	1	2	3	4	5	6	7	8	9	10
Bank FD	1	2	3	4	5	6	7	8	9	10
Insurance Policies	1	2	3	4	5	6	7	8	9	10
Real Estate	1	2	3	4	5	6	7	8	9	10
Gold, Silver	1	2	3	4	5	6	7	8	9	10
Others	1	2	3	4	5	6	7	8	9	10

11. State the level of risk associated with the following investments. *This question is required.

Space Cell	Very Low	Low	Moderate	High	Very High
Equity Shares *This question is required	Very Low	Low	Moderate	High	Very High
Debentures and Bonds *This question is required	Very Low	Low	Moderate	High	Very High
Futures and Options *This question is required	Very Low	Low	Moderate	High	Very High
Mutual Funds *This question is required	Very Low	Low	Moderate	High	Very High
NSC/PPF/Post Office *This question is required	Very Low	Low	Moderate	High	Very High
Bank FD *This question is required	Very Low	Low	Moderate	High	Very High
Insurance Policies *This question is required	Very Low	Low	Moderate	High	Very High
Real Estate *This question is required	Very Low	Low	Moderate	High	Very High
Gold, Silver *This question is required	Very Low	Low	Moderate	High	Very High
Others *This question is required	Very Low	Low	Moderate	High	Very High

12. State the level of return associated with the following investments. *This question is required.

Space Cell	Very Low	Low	Moderate	High	Very High
Equity Shares *This question is required	Very Low	Low	Moderate	High	Very High
Debentures and Bonds *This question is required	Very Low	Low	Moderate	High	Very High
Futures and Options *This question is required	Very Low	Low	Moderate	High	Very High
Mutual Funds *This question is required	Very Low	Low	Moderate	High	Very High
NSC/PPF/Post Office *This question is required	Very Low	Low	Moderate	High	Very High
Bank FD *This question is required	Very Low	Low	Moderate	High	Very High
Insurance Policies *This question is required	Very Low	Low	Moderate	High	Very High
Real Estate *This question is required	Very Low	Low	Moderate	High	Very High
Gold, Silver *This question is required	Very Low	Low	Moderate	High	Very High
Others *This question is required	Very Low	Low	Moderate	High	Very High

13. State the level of influence of the following factors in investment evaluation and decision *This question is required.

Space Cell	Low	Moderate	High	Very High
Safety of Principal	Low	Moderate	High	Very High
Returns	Low	Moderate	High	Very High
Liquidity	Low	Moderate	High	Very High
Quality of Management of Company	Low	Moderate	High	Very High
Advice of Analysts	Low	Moderate	High	Very High

14. State the level of satisfaction achieved, in the following investment objectives *This question is required.

Space Cell	Highly Satisfactory	Satisfactory	Not satisfactory
Dividends	Highly Satisfactory	Satisfactory	Not satisfactory
Capital Appreciation	Highly Satisfactory	Satisfactory	Not satisfactory
Quick Gain	Highly Satisfactory	Satisfactory	Not satisfactory
Safety	Highly Satisfactory	Satisfactory	Not satisfactory
Liquidity	Highly Satisfactory	Satisfactory	Not satisfactory
Diversification and risk mitigation	Highly Satisfactory	Satisfactory	Not satisfactory

15. The average returns per annum I have got with my portfolio in the last 5 years is (exclude any real estate transactions) *This question is required.

• <10%
• 10%-25%
• 25%-40%
• >40%

16. Are you aware of benefits of portfolio like risk diversification *This question is required.

• Yes
• No

17. Are you aware that a Portfolio reduces risk *This question is required.

• Yes
• No

18. How much you are affected by the following problems in building a portfolio *This question is required.

Space Cell	Very High	High	Moderate	Low
1. Aware of Portfolio Management	Very High	High	Moderate	Low
2. Too many channels giving too many opinions	Very High	High	Moderate	Low
3. Difficulty in operating online when required	Very High	High	Moderate	Low
4. Fear of Unauthorized transactions	Very High	High	Moderate	Low
5. Lack of time to monitor	Very High	High	Moderate	Low
6. Unable to put transactions when required	Very High	High	Moderate	Low
7. Lack of required information	Very High	High	Moderate	Low