What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save and invest for the long term.
How much of your investment portfolio you may have to withdraw in the next five years?
How secure do you feel about your salary /business income continuing for next 10 years?
What is your attitude towards savings?
To get above average (more than FD) returns you have to take risks
How will you describe your attitude towards investing
If your equity investment makes 20% losses next year will you:
Have you invested in equity mutual funds before? If yes, for how many years?
Are you interested in market and investing?
How do you approach making financial or investment decisions
When is the earliest you anticipate needing all or a substantial portion of your investments?
Your risk score
What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save and invest for the long term.
What is your attitude towards savings?
Have you invested in equity mutual funds before? If yes, for how many years?
To get above average (more than FD) returns you have to take risks
How will you describe your attitude towards investing
If your equity investment makes 20% losses next year will you:
Are you interested in market and investing?
How do you approach making financial or investment decisions
How secure do you feel about your salary /business income continuing for next 10 years?
How much of your investment portfolio you may have to withdraw in the next five years?
(Please review the order details and proceed)
Hey Tracey, did you get my files?
Hi
Sorry going through a busy time in office. Yes I analyzed the solution.
It will require some resource, which I could not manage.
Okay
Sending you some dough today, you can allocate the resources to this project.
Perfect. Thanks a lot!
I will have them ready by tonight.
Cheers
