Age

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1. What is your age

<30
31-35
36-40
41-45
46-50
51-55
60>

Risk Capacity

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2. Which describes your household

Dual income, no dependents
Single income, no dependents
Dual income, at least one dependents
Single income, at least one dependent
No Regular income

3. How are your current and future income sources are:

Stable & Growing
Stable & Similar
Somewhat Stable
Unstable
Very Unstable

4. How much percentage of your income u have been saving in any instrument (FD/PPF/NPS/MF/Stocks)

More then 30%
20-30%
10-20%
5-10%
I Don't save

5. How much percentage of your income(House hold income) u have been paying for EMI or Loan ?

0-10%
10-20%
20-30%
30-40%
40%>

Risk Tolerence

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6. Which investment products you have invested so far

Fixed Deposits|PPF|EPF| Post office
Never invested
Life insurance - Endowment policies
Mutual Funds
Stocks

7. If you have invested INR 1 Cr for long term wealth creation and in 3 months portfolio falls by INR 10L what would you do? Risk perception

Treat it as opprotunity to buy low and Invest more in the portfolio
Hold the portfolio as it is long term
Hold the portfolio and sell after recovery
Sell part of portfolio and reduce exposure to future falls
Sell total portfolio and book loss to avoid further falls

Insurance

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8. How much Life insurance you have ?

More then 10 times of annual salary
5 to 10 Times of annual salary
2-5 times of annual salary
Below 2 times of annual salary
None

9. Are you and your dependents adequetly covered by Health insurance

Adequetly covered
Covered but not sure of if it enough
Not covered