Tips & Strategies

Select your age bracket *Under 3535-5051-60Above 60

What is your primary source of income? *Primary source of income

What is your current "Stage of Life"? *(pick closest)

What is the nature of your investible surplus? *

Which of the following have you already invested in? *(tick all that apply)None, I have mostly stayed out of financial marketsSavings Account / FDs / RDsPPF / EPF / NPSTraditional Insurance (endowment/ULIP)Mutual FundsDirect StocksBonds / Debentures / Small Savings SchemesReal Estate Investments

How would you describe your past experience with financial products? *Past Experience

What best describes your approach to equity (stocks / equity mutual funds)? *

If your investment falls 15–20% in a year, what are you most likely to do? *

What is your primary reason for seeking advice now? *

What are your top 2–3 financial goals over the next 5–15 years? *

When you think about this money, which statement sounds closest to you? *

What is the Investment Time Horizon you wish to keep (majority of) your money engaged for? *

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