Profiling Questionnaire

Title:                  Mr   Mrs   Ms


First name     

Surname        

Contact details
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There are ten statements. Please Select one Option for each statement based on how closely it resembles your current situation, attitudes and feelings.

1. Your age is






2. Your family comprises of






3. What is your accomodation status?






4. Your view on savings is






5. People who know you would describe you as what kind of risk taker?






6. Usually it takes me a long time to make up my mind on financial matters






7. After you have made an investment, your feeling on the decision is






8. Do you find investments in equity & debt instruments (incl. stocks, mutual funds, bonds, debentures, etc.) and other financial matters easy to understand






9. Do you prefer the safety of keeping your money in the bank, as you have little experience of investing in financial instruments such as direct equities, mutual funds, bonds, etc






10. Do you need to begin planning for any future financial commitments such as?