Investment Suitability Profile Questionaire

Name

Age

Investment period

0 -2 Years 2 - 5 Years 5 - 10 Years 10+ Years

1) "I consider myself to be knowledgeable about investments and financial matters"

Strongly agree Somewhat agree Disagree

2) How secure do you think is your current and future income?

Reasonably stable Somewhat stable Unstable

3) Which of the following statements best describes your investment objective?

Protect the value of my investment Balance risk and return Maximise long-term investment returns

4) Which of the following statements is true about your current savings / investments?

Presently, I do not have much savings / investments I do have some savings / investments but not enough to meet my future goals I already have good savings / investments to meet future goals

5) "I am comfortable with investments that may frequently experience large declines in value if there is a potential for higher return"

Agree Somewhat Agree Disagree

6) We have outlined the most likely best-case and worst-case annual returns of four hypothetical investment plans. Which range of possible outcomes is most acceptable to you?

6.00%, 8.00%, -1.00% 8.00%, 12.00%, -4.00% 10.00%, 15.00%, -7.00% 12.00%, 25.00%, -18.00%

7) Do you have any loans for which monthly EMI is being paid?

I have no loans outstanding I am little uncomfortable with my loan / EMI I am comfortable with my loan / EMI

8) Are you comfortable with a part of your portfolio invested in equity related products which can be very volatile and may result in negative returns, specially in the short term?

Not at all comfortable I don't mind I am comfortable