My age is between

Above 65 years
51 to 65 years
36 to 50 years
18 to 35 years

Correct!

Wrong!

My net worth is

Below 1 Million
1 to 5 Million
5 to 20 Million
Above 20 Million

Correct!

Wrong!

The percentage of my total assets that I plan to invest

More then 75%
50% to 75%
25% to 50%
Less than 25%

Correct!

Wrong!

My goal/objective in investing is

Capital Preservation
Regular Cash Flow
Capital Growth and Regular Cash Flow
Capital Appreciation

Correct!

Wrong!

I would need to withdraw my investments in

Less than 1 year
1 to 2 years
2 to 5 years
More than 5 years

Correct!

Wrong!

My experience as an investor is

Little Knowledge
Basic
Average
Expert

Correct!

Wrong!

I am most comfortable with the following

Return of 10% and loss of 5%
Return of 20% and loss of 15%
Return of 30% and loss of 20%
Return of 40% and loss of 30%

Correct!

Wrong!

I am comfortable with a drop in my investment of

Less than 10%
10% to 20%
20% to 40%
More than 40%

Correct!

Wrong!

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Mutual Fund Suitability Assessment

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