Scribd Logo
Upload

Welcome to Scribd!

  • 40 views

    Questioners: Strongly Agree Agree Disagree Strongly Disagree

    Uploaded by

    Tonmoy Partho
    This document contains a series of multiple choice questions assessing an individual's: - Investment goals and expectations - Experience and knowledge investing - Preferred investment sectors and types - Risk tolerance for short-term losses and fluctuations in investment value - Priorities around security versus returns - Financial situation and security of future income The questions gauge risk preferences and financial literacy to determine a suitable investment strategy.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Questioners: Strongly Agree Agree Disagree Strongly Disagree

    Uploaded by

    Tonmoy Partho
    40 views3 pages
    This document contains a series of multiple choice questions assessing an individual's: - Investment goals and expectations - Experience and knowledge investing - Preferred investment sectors and types - Risk tolerance for short-term losses and fluctuations in investment value - Priorities around security versus returns - Financial situation and security of future income The questions gauge risk preferences and financial literacy to determine a suitable investment strategy.

    Original Title

    Question

    Copyright

    © © All Rights Reserved

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document contains a series of multiple choice questions assessing an individual's: - Investment goals and expectations - Experience and knowledge investing - Preferred investment sectors and types - Risk tolerance for short-term losses and fluctuations in investment value - Priorities around security versus returns - Financial situation and security of future income The questions gauge risk preferences and financial literacy to determine a suitable investment strategy.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    40 views3 pages

    Questioners: Strongly Agree Agree Disagree Strongly Disagree

    Uploaded by

    Tonmoy Partho
    This document contains a series of multiple choice questions assessing an individual's: - Investment goals and expectations - Experience and knowledge investing - Preferred investment sectors and types - Risk tolerance for short-term losses and fluctuations in investment value - Priorities around security versus returns - Financial situation and security of future income The questions gauge risk preferences and financial literacy to determine a suitable investment strategy.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 3

    Questioners

    1. What is your expectation when you invest?


    A. An investment that does not fluctuate in value.
    B. Keep the value of my investments with regular income
    C. Maintain regular income with some exposure to capital growth.
    D. Im not worried about income, just maximizing the growth of my investments.
    2. You are an investor science
    A. High school
    B. Graduation
    C. After Graduation
    D. After Getting job
    3. What types of analysis is more accurate for investing Stock market?
    A. Fundamental analysis
    B. Technical analysis
    4. What is your preferred sector for Investing?
    A. Bond & Debenture
    B. Mutual Fund
    C. Corporate firm
    D. Government Securities
    5. Did you Invested in Junk bond and Z Category Share for?
    A. Very often
    B. Frequently
    C. Never
    D. I will invest in future if they offer high yield
    6. How much longer is your Financial
    A. Less than 5 years
    B. 5 to 10 year
    C. More than 10 years
    D. Lifetime
    7. I am willing to accept additional investment risk when this risk increases the
    probability of reaching my financial goals.
    A. Strongly Agree
    B. Agree
    C. Disagree
    D. Strongly Disagree
    8. How long are you prepared to hold investments for?

    A. Two years or less.


    B. Three to five years.
    C. Six to ten years.
    D. More than ten years.
    9. How would you react if your investments were to fall in value by 20 percent over a
    one-year period?
    A. Take all my money out and put it in a bank deposit account.
    B. Take out some of my money and move it to a safer investment strategy.
    C. Wait until I recover the loss and then consider other investments.
    D. Stick to my guns and follow the recommended strategy.
    E. Its 15 per cent cheaper to invest more money in the same investment.
    10. What is your willingness to risk short-term losses for the prospect of higher longterm returns?
    A. Low.
    B. Not sure.
    C. Moderate.
    D. High.
    11. Choose the most appropriate response to the following statement: My main concern
    is security; keeping money safe is more important than earning high returns.
    A. Strongly disagree.
    B. Disagree.
    C. Neither agree nor disagree.
    D. Agree.
    E. Strongly agree.
    12. When it comes to investing, how experienced do you think you are?

    A. Inexperienced investing is a new experience for me.


    B. Somewhat inexperienced investing is fairly new to me.
    C. Somewhat experienced knowledgeable.
    D. Experienced I know the factors that make investments go up and down
    E. Very experienced I do my own extensive research and have an excellent
    understanding of what factors affect investment performance.
    13. How secure is your future income such as from salary, pension or other
    investments?
    A. Not secure.
    B. Somewhat secure.
    C. Fairly secure.
    D. Very secure.

    14. How would you describe your current financial situation?


    A. Completely debt-free.
    B. Mortgage-free but a few other obligations
    C. A reasonable mortgage but no other debt.
    D. A mortgage and some obligations.
    E. Up to my eyeballs in deb

    You might also like

    pFad - Phonifier reborn

    Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

    Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


    Alternative Proxies:

    Alternative Proxy

    pFad Proxy

    pFad v3 Proxy

    pFad v4 Proxy