Paterson Wealth

1. Which of these investments would you feel more comfortable owning?

Fixed deposit

Government stock

Shares in older established companies

Blue Chip international investments

Shares in overseas emerging markets

2. Is your future financial goal

Vital, such as saving for your child s future education or saving for your retirement?

Important such as paying off your car early?

A luxury that you can do without, such as an overseas holiday?

3. What is your primary financial goal ?
(Life insurance can be taken in the form of term insurance, ULIP, Endowment or money back policies)

Capital Protection: Protection of your capital against a decline in the market value of your investments.

Capital Income: To receive an income generated from your investments.

Consistency: A high degree of stability and predictability of your investment return over time.

Long- Term Inflation Hedge: High degree of protection of long-term purchasing power of your investment.

Capital Appreciation: Increase in market value of your investments, primarily through capital growth in excess of inflation.

4. Which of the following investment returns would most appeal to you if you were to invest an initial amount of Rs 20,000 for one year?

A guaranteed amount of Rs 21,000.

Any amount between Rs 20,000 to Rs 22,000.

Any amount between Rs 18,000 to Rs 23,000.

Any amount between Rs 15,000 to Rs 26,000.

Any amount between Rs 0 to Rs 30,000.

5. Please select the statement most applicable to you:

I would rather protect my assets, even though there may be limited growth potential.

I would rather experience steady growth each year.

I would like high growth even though it may mean very volatile returns in the short term.

6. Please select the statement most applicable to you:
(Child education, marriage, retirement, house purchase are all examples of financial goals. Have you identified how much money you would require for each of these goals to be met and how much time is left to achieve them)

I believe that I will not have enough money for my goal and therefore don't want to lose what I already have.

I believe that I will have enough money for my goal and therefore would like a consistent long-term investment.

I believe that I will have more than enough money for my goal and therefore can afford to be more aggressive with the investments that I make.

7. I am prepared to accept short-term losses if I believe the long-term returns will be good.
(Various asset classes include Equity, Fixed income, Real estate, Gold, other commodities)

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

8. I would quit my job and start my own business if the right opportunity arose.
(Periodic review means checking fund performance, realigment to macro economic changes etc.)

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

9. I expect my investment earnings to increase in line with inflation over the next 5 years.
(The calculation should involve the effect of inflation on all expenses for you and your dependents)

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

10. I have sufficient funds set aside to cover most emergencies.

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

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