An Investment planning questionnaire has huge implications as it helps in formulating a strong investment plan. The client must take rational decisions in investing his earnings in the right avenues so that he can garner maximum possible profits from them. This is certainly a major factor to save significant amount for the future. The investment planning questionnaire takes a holistic approach to guide in sketching an effective investment plan.
Investment Planning Questionnaire Sample
Name: _____________
Phone no: ____________
Email: ___________
Contact address: _____________
Q1. Are you currently working or retired?
- Working
- Retired
Q2. Please mention your annual income and tax returns.
_______________
Q3. What kind of investment returns do you have in consideration?
- Long term
- Mid-term
- Short-term
- A combination of any two or all the three
Q4. How many children are you having/planning to have?
- None
- One at least
- Two at least
Q5. What investment options are you considering?
- Stock
- Mutual funds
- Small savings
- Gold
- Real estate property
- Any combination of above options (please mention ___________ )
Q6. Have you got a license to invest in the stock market?
- Yes
- No
Q7. Are you going to operate via a broker or all by yourself?
- Via a broker
- All by myself
Q8. Are you considering arbitraging of currency as an innovative alternative to increase your wealth?
- Yes
- No
Q9. Are you aware of the statutory regulations and other norms of investment and the details of saving your taxes via portfolio management?
- Yes
- No
Download Investment Planning Questionnaire in Word Format