Mystic Wealth Momentum Sign up form.
Do you live in rented house or owned.
How many dependants do you have
3 or less
More than 3
Which of the following best describe your current stage of life
a) Single with few financial burdens. Ready to accumulate wealth for future short term and long term goals.
b) A couple without children. Preparing for the future by establishing a home. Expecting to have or already have a high purchase rate of household and consumer items.
c) Young family with a home. You have a mortgage and childcare costs and maintain only small cash balances.
d) Mature family. You are in your peak earning years and your mortgage is under control. You both work and you may or may not have children that are growing up or have left home. You’re ready to start thinking about your retirement years.
e) Preparing for retirement. You own your home and have few financial burdens; you want to ensure you can afford a comfortable retirement.
f) Retired. You rely on existing funds and investments to maintain your lifestyle in retirement. You may already be receiving a Government pension and/or Superannuation pension.
Q5: How long would you invest the majority of your money before you think you would need access to it? (Assuming you already have plans in place to meet short term cashflow and/or emergencies?
In 2 years or less
Within 3 – 5 years
Within 6 – 10 years
Not for 10 + years.
Q7: Assume you had an initial investment portfolio worth Rs 100,000. If the value of your investments fell to Rs 60,000 over the next 12 months, would you: (If your portfolio has experienced a drop like this, choose the answer that corresponds to your actual behavior.)
Sell all of the remaining investment.
Sell a portion of the remaining investment
Hold your investments and sell nothing, expecting conditions to improve.
Invest more funds. You can tolerate short term losses in expectation of future growth.
Which one of the following statements describes your feelings towards choosing an investment?
I would prefer investments with little or no fluctuation in value and have a low degree of risk associated with them. I am willing to accept the lower return associated with these investments.
I prefer to diversify with a mix of investments that have an emphasis on low risk. I am happy to have a small proportion of the portfolio invested in assets that have a higher degree of risk in order to achieve a slightly higher return. I am prepared to accept a negative investment return of 1 in 10 years.
I prefer to have a spread of investments in a balanced portfolio. I am happy to have a negative return of 1 in 7 years.
I prefer to diversify my investments with an emphasis on more investments that have higher returns, but still having a small amount of low risk investments. I am happy to accept a negative return of 1 in 5 years.
I would select investments that have a higher degree of investment price fluctuation so that I can earn higher long term returns. I am happy to accept a negative return of 1 in 3 years in order to achieve this goal.
How secure is your current and future income from sources such as salary, pensions or other investments?
What are your expectations from the equity markets? How much do you think is the reasonable return per anum?
What is your Risk Tolerance, How much of a drawdown (Peak to low fall) would you be willing to stomach
Less than 20%
Q12: What %age of income do you save every year? Income minus expenses?
a) 50% or more
e) Less than 10%
Do you have any ongoing home loan (debt) or plan to take any in near future? Please provide details vis-vis annual income.
a) 0-7 times annual income
b) More than 8- 15 times annual income
c) 15-20 times annual income
d) I am Debt Free
Have you ever invested in equity markets? If yes, How?
A) Direct Equity
B) Mutual fund
Please share major experiences of your stock market journey so far, both good and bad:
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