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Investment Planner - Personalized Risk Taking

Investment Planner - Personalized Risk Taking

 
1. How much savings do you have?
1 1 month Salary
2 2-6 months Salary
3 7 months to 1 year Salary
4 1-2 years Salary
5 More than 2 years Salary
 
2. How many dependents do you have?
1 4 or above
2 3
3 2
4 1
5 0
 
 
3. You expect to retire:
1 Within 2 years or already retired
2 3-5 years
3 6-10 years
4 11-15 years
5 16 years or later
 
 
4. When will you expect to spend at least 1/3 of your current investment (e.g. in home purchase, children education or other significant expenses)?
1 Within 2 years
2 3-5 years
3 6-10 years
4 11-15 years
5 16 years or later
 
 
5. You expect your salary will increase in the forthcoming years.
1 Strongly disagree
2 Disagree
3 No comment
4 Agree
5 Strongly agree
 
 
6. You never invest in Stock Market because of its high risk involved.
1 Strongly agree
2 Agree
3 No comment
4 Disagree
5 Strongly disagree
 
 
7. You can tolerate short term capital loss in an investment which is expected to generate high yield in long term.
1 Strongly disagree
2 Disagree
3 No comment
4 Agree
5 Strongly agree
 
 
8. Which kind of investment do you like?
1 Low risk investment (capital preservation)
2 A portfolio consisting of capital preservation investment with a small portion of "high risk - high return" investment
3 A balanced portfolio consisting of both "high risk-high return" and "low risk-low return" investment
4 A portfolio consisting of "high risk-high return" investment with a small portion of low risk investment
5 "High risk-high return" investment
 
 
9. What will you do if you suffer partial capital loss in your investment after a month?
1 Avoid further loss by selling all investment portfolio
2 Selling a portion of the investment portfolio
3 No action
4 Invest more at the current lower price
5 Seek for financing to invest more
 
 
10. You would like to invest in those sectors/industries which is still in its infancy.
1 Strongly disagree
2 Disagree
3 No comment
4 Agree
5 Strongly agree
 
     
 
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