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What is your primary goal for investing?
Wealth Creation over the long term
Child’s education
Retirement planning
Buying a house
Not sure yet
What is your expected investment time horizon?
Less than 3 years
3-5 years
5-10 years
More than 10 years
How familiar are you with investment and mutual funds?
First time investor
Basic understanding (heard about SIPs, equity, etc.)
Some Experience (have invested earlier)
Experienced investor
How would you react if your investment value falls by 20% in a short period?
I will exit immediately
I will wait and watch
I will continue my SIP
I will invest more if fundamentals are strong
What best describes your risk comfort?
Low risk – I prefer stability over returns
Moderate risk – balance between growth & safety
High risk – I am comfortable with ups and downs for higher returns
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