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We will ask you a set of questions to get to know you!
Step 1: What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save and invest for the long term.
Step 2: What is your attitude towards savings?
Step 3: Have you invested in equity mutual funds before? If yes, for how many years?
Step 4: To get above average (more than FD) returns you have to take risks?
Step 5: How will you describe your attitude towards investing
Step 6: If your equity investment makes 20% losses next year will you:
Step 7: Are you interested in market and investing?
Step 8: How do you approach making financial or investment decisions
Step 9: How secure do you feel about your salary /business income continuing for next 10 years?
Step 10: How much of your investment portfolio you may have to withdraw in the next five years?
Step 11: When is the earliest you anticipate needing all or a substantial portion of your investments?
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