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?

  1. Working
  2. Retired

Q2. Please mention your annual income and tax returns.


Q3. What kind of investment returns do you have in consideration?

  1. Long term
  2. Mid-term
  3. Short-term
  4. A combination of any two or all the three

Q4. How many children are you having/planning to have?

  1. None
  2. One at least
  3. Two at least

Q5. What investment options are you considering?

  1. Stock
  2. Mutual funds
  3. Small savings
  4. Gold
  5. Real estate property
  6. Any combination of above options (please mention ___________ )

Q6. Have you got a license to invest in the stock market?

  1. Yes
  2. No

Q7. Are you going to operate via a broker or all by yourself?

  1. Via a broker
  2. All by myself

Q8. Are you considering arbitraging of currency as an innovative alternative to increase your wealth?

  1. Yes
  2. No

Q9. Are you aware of the statutory regulations and other norms of investment and the details of saving your taxes via portfolio management?

  1. Yes
  2. No