Figure Out Your
Investment Style

Investment Objectives

Q1. The maximum surplus in your current portfolio is parked into

Equities and Derivatives
Mutual Funds
Bonds
Real Estate
Savings and fixed deposits

Q2. In how many years will you begin making withdrawals from your investment?

More than 25 years
10-15 years
3-10 years
1-3 years
Less than a year

Q3. Once you begin to make your withdrawals, how many years will you be making withdrawals?

More than 25 years
10-25 years
6-10 years
1-5 years
Lump-sum

Q4. Assuming that you want to invest in mutual funds, which one would you choose?

Mid Cap - Small Cap funds with possible high returns with high volatility
Large cap equity funds which will have less volatily and moderate returns
Debt Funds with stable returns
Liquid funds for short term parking money

Q5. Which of the following statements best describes your investment philosophy?

I am seeking potentially high investment returns
I am seeking substantial investment returns
I am willing to withstand some fluctuations in my investment
I feel comfortable with stable investments

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your
score 25

You have a very high risk taking ability to invest for long term as you would be needing money after very long term, this gives you a better opportunity to invest in equity and related assets to generate better long term returns.

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Figure Out Your Investment Style