Investor Profile Questionnaire

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Hi,

Greetings!

Investing strategy should reflect the kind of investor you are. This questionnaire will help you determine your profile and then match it to an investment strategy that’s designed for you.

In order for us to provide financial planning advice to you, we need to have a reasonable basis for that advice. It is therefore important for you to complete this document as accurately and fully as possible. Failure to do so could result in advice being provided that is not appropriate to your individual needs, circumstances and objectives.

regards,
CornerStone Financial Planning & Advisory Services

*Confidential: We understand that managing money involves the analysis of our clients’ most personal information. In revealing this information, clients trust us to exercise the utmost care in safeguarding all data and communications.Confidentiality is at the core of all aspects of our client relationships.

Name *

Occupation *

Email *

Questionnaire

Questionnaire measures two key factors:

YOUR TIME HORIZON
When will you begin withdrawing money from your account and at what rate? If it’s many years away, there may be more time to weather the market’s inevitable ups and downs and you may be comfortable with a portfolio that has a greater potential for appreciation and a higher level of risk.

YOUR RISK TOLERANCE
How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It’s important to select investments that fit within your level of tolerance for this risk.

1. What is your Investment horizon? How long can you keep your money invested in the market before needing access to it? *

Up to two years

Two and three years

Three and five years

Five years and Ten years

Ten years and more

The age group you belong to: *

51 years & above

36‐50 years

25‐35 years

Less than 25 years

How well do you understand investing in the markets? *

I am a novice. I don’t understand the markets at all.

I have basic understanding of investing. I understand the risks and basic investment concepts like diversification.

I have an amateur interest in investing. I have invested earlier on my own. I understand how markets fluctuate and the pros and cons of different investment classes.

I am an experienced investor. I have invested in different markets and understand different investment strategies. I have my own investment philosophy.

My current and future income sources (example: salary, business income, investment income etc) are: *

Very unstable

Unstable

Stable

Very Stable

From the following 5 possible investment scenario, please select the option which defines your investment objective? *

I cannot consider any Loss

I can consider Loss of 4% if the possible Gains are of 10%

I can consider Loss of 8% if the possible Gains are of 22%

I can consider Loss of 14% if the possible Gains are of 30%

I can consider Loss of 25% if the possible Gains are of 50%

If your investment outlook is long‐term (more than five years), how long will you hold on to a poorly performing portfolio before cashing in? *

Not hold & cash in immediately if there is an erosion(reduction) of my capital

I’d hold for 3 months

I’d hold for 6 months

I’d hold for one year

I’d hold for up to two years

I’d hold for more than two years.

Volatile investments usually provide higher returns and tax efficiency. What is your desired balance? *

Preferably guaranteed returns, before tax efficiency

Stable, reliable returns, minimal tax efficiency

Some variability in returns, some tax efficiency

Moderate variability in returns, reasonable tax efficiency.

Unstable, but potentially higher returns, maximizing tax efficiency.

If a few months after investing, the value of your investments declines by 20%, what would you do? *

Cut losses immediately and liquidate all investments. Capital preservation is paramount.

Cut your losses and transfer investments to safer asset classes.

You would be worried, but would give your investments a little more time.

You are ok with volatility and accept decline in portfolio value as a part of investing. You would keep your investments as they are.

You would add to your investments to bring the average buying price lower. You are confident about your investments and are not perturbed by notional losses.

Which of these scenarios best describes your “Risk Range”? What level of losses and profits would be comfortable with? *

Investment A> Worst Year: 1% and Best Year: 15%

Investment B> Worst Year: -5% and Best Year: 20%

Investment C> Worst Year: -10% and Best Year: 25%

Investment D> Worst Year: -14% and Best Year: 30%

Investment E> Worst Year: -18% and Best Year: 35%

Investment F> Worst Year: -21% and Best Year: 40%

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