Personal Information



PART A= ASSESSMENT OF ABILITY OF CLIENT

Under 30 (5)
30-40 (4)
41-50 (3)
51-60 (2)
60 or over (1)

Married (5)
Unmarried (3)
Widowed (1)

Business (5)
Professional (5)
Salaried Employee (3)
Agriculturist (3)
Retired (1)
Housewife (1)
Student (1)
Others (3)

Sources of Income

None (0)
Salary (3)
Business/Profession (5)

Under Rs. 2,00,000.00 (1)
Between Rs. 2,00,000.00 and Rs.5,00,000.00 (2)
Between Rs. 5,00,000.00 and Rs.10,00,000.00 (4)
> Over Rs. 10,00,000.00 (5)

Only yourself (5)
One other person in your household besides yourself (4)
Between Two and Three other persons besides yourself (3)
Between Four and Five other persons besides yourself (2)
More than Five other persons besides yourself (1)

Is not dependable (1)
Is secure (2)
Doesn't matter because you expect a large inheritance/have enough wealth already (4)
Doesn't matter because you expect to change your career path soon (5)

Under Rs. 2,00,000.00 (1)
Between Rs. 2,00,000.00 and Rs.5,00,000.00 (2)
Between Rs. 5,00,000.00 and Rs. 10,00,000.00 (4)
Over Rs. 10,00,000.00 (5)

I don't understand investment terminology at all (0)
I am not very familiar with investment options and financial planning (1)
I understand investment principles and trade shares in the secondary market (3)
I know how to identify and invest in mutual funds and secondary market debentures (4)
I am a proficient investor who's able to explain concepts such as EVA, beta and hedging (5)

Extensive experience (5)
Moderate experience (3)
Very less experience (2)
No experience (0)

Extensive experience (5)
Moderate experience (3)
Very less experience (2)
No experience (0)

Extensive experience (5)
Moderate experience (3)
Very less experience (2)
No experience (0)

I read a financial newspaper daily and regularly read at least one specialized business magazine (5)
I read the finance section of the daily newspaper every day (4)
I watch business updates on television daily (3)
I often look up the market prices of my shares in the newspaper (2)
I never read the finance section of the newspaper (0)

Less than 3years (5)
3 to 6 years (3)
6 to 10 years (2)
More than 10 years(1)

Nothing (0)
Less than six months' take-home pay (2)
Between 6-15 months' take-home pay (3)
Between 15-36 months' take-home pay (4)
More than 36 months' take-home pay (5)

I stay with my parents/ spouse (0)
I live in company accommodation (2)
I live in an apartment that I have rented (3)
I own a house but am saving to buy a better house (4)
I own as good a house that I would ever want to (5)

Just about manage to make ends meet; no monthly savings (1)
My PF and other employment benefits are my only source of savings (2)
I put aside at least 10% of my take-home salary every month in savings (3)
I save more than 30% of my take-home salary every month (4)
My income from my wealth more than adequately provides for my cost of living (5)

Civil Servant (3)
Politician (5)
Current/Former head of states (5)
Bureaucrats (IAS/IRS/IFS/IPS, etc.) (5)
Current/Former MP/MLA/MLC (5)
Print/Digital Media (3)
Any Listed Company/Group of Companies, It’s Promoters or Board of Directors (4)
None of Above (0)
Your Total Score(Part A) :