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Asset Allocator / Investment Planner
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Your Age |
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Your expectations on the level of future earnings |
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House |
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Other assets (car, furniture, consumer durable, jewelry) |
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Children |
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Other major expenses (travel, medical, care of aged) |
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Current Income level |
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What percentage of your income do you set aside for savings/investments? |
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When it comes to the income on your investments, what would you like to do |
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How much of your current income goes towards paying off your debt (housing loan,
vehicle loan, credit card payments. … etc)? |
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What is your investment timeframe i.e, for how long can you set aside your funds? |
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What type of investment plan would you choose... |
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If the stock market dropped 10% and a share that you own also dropped 10%, what would
you do ? |
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If you were to define your one primary investment goal, what would it be? |
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What does wealth mean to you? |
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