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Name *

First

Last

Email *

How much percentage of your income you want to save or invest? *

NIL – 0 points
10-20% - 2 points
20-40% - 3 points
40% - above – 5 Points

How long do you want to hold your investments?

Less than a year - 5
1-2 year - 3
2-5 years - 2
5+ years – 1

What is the primary goal for this portfolio? *

I want to keep the money I have invested for short-term needs - 5
I want to generate a steady stream of income from my investment and I am less concerned about growing my portfolio value - 3
I want to generate some income with some growth in my portfolio value -2
I want to generate long-term growth from my investments - 1

The value of an investment will generally go up and down over time. Assuming that you have invested 100,000 rupees, how much of decline in your investment you could tolerate in a 12 months period?

I could not tolerate any loss – 0
20,000- 30,000/ - 2
30,000- 50,000/- 3
50,000+/- 5

What is your preferred style of investment?

Invest a predefined amount monthly - 1
Invest a lump sum amount at once and leave - 3
Invest a lump sum amount at once, which is followed by a not predefined monthly amount – 2

Which is main purpose to make a stock portfolio?