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HDFC MF Asset Allocation Advance: Questionnaire |
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What is your approximate net worth? |
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Having determined your financial goals(retirement, buying a home, funding your childrens'
education, etc.), what rate of return is sufficient to attain your goals? |
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How likely is it that you might need your investment capital quickly(for e.g. for
"emergency" money)? |
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After one year of investing, how much would the value of your long term investment
capital have to decline before you would sell and take a loss? |
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How important is it to you that your portfolio generates a regular, predictable
return rather than a less predictable but potentially higher capital gain? |
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How would you describe your usual reaction to breaking financial news that may have
a negative effect on one of your investments? |
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What is your feeling about negative portfolio returns over a one year time period? |
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What performance numbers do you pay the most attention to? |
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What is your feeling toward the trade off between risk and return? |
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What is your investment time horizon? |
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What is your primary investment objective? |
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How would you rate your investment knowledge? |
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Past investment experience? |
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Past investment experience? |
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