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Know Your Rishi Profile

I fall in the following age band:

Less than 30 yrs.

Between 30 to 40 yrs.

Between 40 to 50 yrs

Between 50 to 60 yrs

More than 60 yrs

The portion of my monthly income that goes towards household expenses and payment of loan instalments is

Less than 30%

Between 30% to 40%.

Between 40 to 50 %

Between 50 to 60 %

More than 60 %

Have I planned for and kept funds aside for meeting my financial goals like marriage, purchase of a home, child's higher education, etc.

I don't expect to have any such expenses

Yes, I have made optimum provision for these expenses

I'm in the process making optimum provision for these expenses

I have made a few provisions, might not be optimum

No, I do not have separate provision for these expenses

5 to 10 years from now, I expect my investments to be.

Substantially greater than it is today

Greater than it is today

Somewhat more than what is today

The same as it is today

Lesser than today

By when do you require this money from your proposed investments?

10 years or more

8-10 years

5-8 years

3- 5 years or more

0 - 3 years

The asset mix that most closely matches my own preference is:

More than 80% equity & 20% or Less Fixed Return Earning Product

60 - 80% equity & 20 - 40% Fixed Return Earning Product

40 - 60% Equity & 40 - 60% Fixed Return Earning Product

20 - 40% Equity & 60 - 80% Fixed Return Earning Product

Less than 20% equity & 80% or More Fixed Return Earning Product

If my equity portfolio is losing money, I will sell & exit from the investment if my loss exceeds

More than 40%

30-40%

20-30%

10-20%

10%

I don�t feel sorry about some bad investment decisions

True

Partially True

Neutral

Mostly False

False

I expect my investment earnings to increase in line with inflation over the next 5 years.I usually pick the tried & tested- the slow, safe, but sure investments:

True

Partially True

Neutral

Mostly False

False

My current and future income sources are

Very unstable

Unstable

Somewhat stable

Stable

Very Stable