Stock Investment Questionnaire


A stock investment questionnaire is a document which contains certain questions that are aimed at understanding the stock investment preferences of the investor. This includes questions as to why the person is investing in the stock market, what percent of his or her income is being invested, what are the goals and aims that motivates a person to invest in the stock market and so on. These are extremely important questions and therefore the stock investment questionnaire must be designed carefully.

Sample Stock Investment Questionnaire

Please answer the following questions as part of our client survey protocol. All the questions are to be answered in the space provided below. Please mention your personal and professional details in the document attached along with this.

  • What percent of your total income has been invested in the stock market?

____________________________________________________________________________________

____________________________________________________________________________________

 

  • Is this the first time that you are investing in the stock market?

____________________________________________________________________________________

____________________________________________________________________________________

 

  • Provide the accurate reasons from the choices given below as to why you invest in the stock and equity market:

(a)    For long term gains

(b)   For short term gains

(c)    For the possibility of high returns

(d)   For the thrill of speculation

(e)    For the liquidity of the money invested in the stock market

 

  • Mention the total amount you earn per annum:

____________________________________________________________________________________

____________________________________________________________________________________

 

  • What is your purpose in investing in the stock market?

(a)    To beat the rising costs of the inflation

(b)   To invest in life insurance policies

(c)    To gather capital in order to start a business venture

(d)   Any other reason [please specify]

____________________________________________________________________________________

____________________________________________________________________________________

 

  • How much of your annual income are you willing to spend for the purpose of equity and investment in the stock market in the next 5 years?

(a)    Less than 25 percent

(b)   Between 25 to 50 percent

(c)    Between 50 to 75 percent

Category: Investment Questionnaire

Comments are closed.

Copy Protected by Chetan's WP-Copyprotect.