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Demographic
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Age Range
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18 – 25
26 – 35
36 – 45
46 – 55
56 – 65
65 or Older
Personal Financial Situation and Goals
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What Is Your Primary Reason For Investing
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Income Supplementation
Wealth Growth
Retirement
How Would You Describe Your Current Financial Situation
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Just meeting expenses
Saving a little each month
Comfortable, with significant savings
High net worth, seeking further growth
Personal Financial Goals
Financial Knowledge
Some description about this section
Self-Rated Experience
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Saving for a short-term goal (e.g., buying a car or home)
Building a retirement fund
Generating regular income
Funding education
Experience with Different Asset Classes
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Stocks
Bonds
Mutual Funds
Real Estate
Commodities
How Often Do You Review Your Investment Portfolio
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Rarely / Never
Weekly
Monthly
Quarterly
Annually
How Confident Are You In Understanding The Risks of Investment
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Very Confident
Somewhat Confident
Neutral
Somewhat Unsure
Very Unsure
Risk Tolerance
Some description about this section
Investment Time Horizon
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Less than 1 Year
1 – 3 Years
3 – 5 Years
5-10 Years
10 or More Years
When Making An Investment, What Is Your Top Priority
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Security and preservation of capital
Earning consistent income with minimal risk
Achieving steady growth with moderate risk
Maximizing growth, even with high risk
How Do You Approach High-Risk, High-Reward Investments
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I avoid them entirely.
I rarely consider them, preferring safer options.
I occasionally take high-risk positions for diversification.
I frequently pursue high-risk investments for the potential gains.
How Much Of Your Total Assets Would You Be Comfortable Investing In High-Risk Assets
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0 – 10%
11 – 20%
21 – 40%
41 – 60%
More than 60%
How Would You Feel If Your Portfolio Dropped By 10% In A Single Month
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Very anxious; I would want to withdraw my money
Somewhat anxious; I might consider adjusting my portfolio.
Neutral; I would likely hold and monitor the situation.
Comfortable; I understand it’s part of investing.
Not concerned; I might even invest more at a lower price.
If An Investment Dropped By 20% Over A Short Period, What Would You Most Likely Do
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Sell immediately to prevent further loss.
Wait and re-evaluate in a few months.
Hold for the long term and monitor.
Consider investing more while prices are low.
How Comfortable Are You With Investments Where Your Principal (Initial Investment) Isn’t Guaranteed
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Very uncomfortable
Somewhat uncomfortable
Neutral
Somewhat comfortable
Very comfortable
In The Next 5-10 Years, What Is Your Primary Financial Focus
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Wealth preservation
Stable income generation
Moderate wealth growth
Aggressive wealth growth
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