Sample Investment Questionnaire

Name: _____________________ Date of Birth: ____/____/____ Street Address: ____________ City: ___________, State: ___________, PIN: _____________ Working Phone Number: ______________ Residential phone number: _____________ Email Address: _____________________ 1. What is the time period in which you want to achieve your financial goals? a) Less than one year b) One year c) Three years d) Five years e) More than five years 2. What is the amount of money that you can invest every month from your salary? a) Less than one thousand dollars b) One thousand dollars c) Three thousand dollars d) More than three thousand dollars 3. Do you plan to reinvest the amount earned from your investment portfolio? a) Yes b) Maybe c) No 4. If the answer to the above question is yes, how much amount do you plan to reinvest? a) Hundred percent b) Less than hundred percent c) Fifty percent d) Less than fifty percent 5. What would be your reaction you if your investment fluctuates in a short term period? a) Become tensed and sell off your investments b) Become tensed and consider selling off your investments c) Will be tensed but wont sell off your investments

Sample Investment Questionnaire Template

Name: _____________ [name of the person who is participating] Date: ______________ [date of filling the questionnaire] Date of birth: _____________ [date on which the individual was born]

Street Address: ________________________ [residential address of the person] Working Phone Number: ______________ Residential phone number: _____________ Email Address: _____________________ 1. In how many years are you looking forward to achieve your financial goals? ______________________________ [total number of years in which the individual plans to achieve his financial goals] 2. What is the total amount of investment that you have? _________________ [total investment amount in dollars] 3. How often do you make investments? a) Once a month b) Once in six months c) Once in a year 4. What are the various kinds of investments that you have? _______________________ [details of the investments made by the individual] 5. Do you reinvest the return that you receive from your investment? a) Yes b) Sometimes c) No 6. Would you like to mention more about your investment plans? ___________________ [his long term plans of investment and his financial goals]

Sample Investment Risk profile Questionnaire

1. How many years has it been that you have been investing? a) Two years or lesser b) Five years or lesser c) Ten years or lesser d) More than ten years 2. In which type of investment product do you prefer to invest most? a) Bonds b) Public equities c) Mutual funds d) Commodities e) Investment property 3. Do you do investment trading on a regular basis? a) One in a week b) Once in a month

c) Once in a year 4. Do you agree that you have strong investment knowledge? a) Strongly agree b) Agree c) Somewhat agree d) Disagree 5. What is your risk tolerance percentage? a) Five percent or lesser b) Ten percent or lesser c) More than ten percent 6. Which investor profile suits you the most? a) Experienced investor b) Inexperienced investor c) Professional investor 7. Give reasons for your above answer? ____________________ 8. How satisfied are you with your investments? a) Very satisfied b) Satisfied c) Somewhat satisfied d) Dissatisfied 9. Are you always willing to take risk while making your investments? a) Yes b) Maybe c) No 10. How fast do you want your returns from your investments? a) In one week10. How fast do you want your returns from your investments? a) In one week b) In one month c) In one year

Sample Quantitative Investment Questionnaire:

First Name: _______________________ Last Name: _______________________________ Full Address: _______________________________________________________________ Phone Number: ________________________

Email id: _____________________________ Age: _____________ Q1. Please tick the options that represent your investment goals? a) Compounding wealth b) Future financial plans like home, education, etc c) Planning for a secure retirement d) Others ________________________________________ Q2: What is your expected time horizon of achieving your financial goals? a) Less than 3 years b) 3 6 years c) 6 12 years d) More than 12 years Q2: Please tick the option that rightly signifies your kind of job a) Own business b) Government service c) Private employee d) Others, please mention _______________________________________ Q3: To which of the following ranges does your gross salary belong?