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How familiar are you with investments?

How long are you looking to invest before investing?

You are financially responsible for?

What is your practice in saving money

How long do you take before making a financial decision

Protecting my portfolio is more important to me than high returns.

Which of the following statements best describes your investment philosophy?

I feel comfortable with stable investments

I am willing to withstand some fluctuations in my investment

I am seeking substantial investment returns

I am seeking potentially high investment returns

What do you expect to be your next major expenditure?

Buying a house

Paying college tuition

Capitalizing a new business venture

Providing for my retirement

Over the next few years, you expect the annual income to:

Stay the same

Grow moderately

Grow substantially

Decrease moderately

Decrease substantially

Assuming that you want to invest in stocks, which one would you choose?

Companies with significant technological advancement but selling their stocks at a low price

Established well-known companies that have a potentially high rate of growth.

“Blue chip” stocks that pay the dividend

Other (Please specify)

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