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- Contact@shagunfincon.com
- Satellite, Ahmedabad - 380015
provide a clear understanding of an entity’s overall financial position, assets, liabilities, income, expenses, and investment portfolios. It allows for a thorough analysis of financial health and helps in making informed decisions and setting realistic financial goals. It enables better decision-making and helps in allocating resources optimally to achieve financial objectives.
This will help you understand the allocation of your investment in various asset classes to match your risk profile, investment needs, please answer the questionnaire.
| No. | Questions We Ask | Answer (10 mark) | Answer (20 mark) | Answer (30 mark) | Answer (40 mark) |
|---|---|---|---|---|---|
1 | If the performance of your investment is below your expectations, how would
you feel? | a. Very Upset | b. Somewhat
upset, but optimistic about
future. | c. Uneasy but
willing to learn
from it | d. Not upset,
because you
are aware of
risk-reward ratio |
2 | When you invest your money, what thought comes to your mind? | a. Preserving
Capital | b. This should not
be a bad decision | c. This should be
a good investment | d. I know this is a
good decision |
3 | What do you normally associate with risk? | a. Danger | b. Uncertainity | c. Opportunity | d. Thrill |
4 | After you made an investment, how do you feel? | a. Worried | b. Uneasy | c. Somewhat
satisfied | d. Satisfied |
5 | If you had to make an investment decision without consulting or discussing
with anybody, how would you feel? | a. Very usure | b. Lack of confindence | c. Somewhat
confident | d. Very confident |
6 | Consider a situation, you had invested in a company, but its performance
was bad so you sold off your investment at a loss. Then you hear the
company has begun to do well. Would you invest in company again? | a. No | b. Not sure | c. In future maybe | d. Definetly yes |
7 | Experts say investments are subject to risk and you have to be prepared for
losses,as well as gains. What is the level of loss acceptable tpo you? | a. I would hate
to see any loss | b. I will be willing to take a
10-15% loss | c. I will be willing to
take loss upto 40% | d. I am willing to take
sny kind of loss |
8 | If you look at your portfolio, how would you characterize them? | a. Assured return
Investment | b. Limited investment in
risky products | c. Divided between
risky and safe products | d. Mostly risky
investments |
9 | If an expert tells you that you can enjoy better returns if you were willing to take
the risk, to what extend would you be willing to expose your investments
to risk, to earn higher return? | a. None | b. About 10-15% | c. About 30-35% | d. More than 50% |
10 | Interest rates are volatile, they can go up and down. If you take a loan and had
a choice between a fixed rate and variable one, which one would you prefer? | a. Fixed Rate | b. Combination of 70% fixed
30% variable | c. Combination of
30% fixed and 70%
variable | d. 100% variable |
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Shagun Sutaria Stock Broking Pvt Ltd. | AMFI Registered Mutual Fund Distributor (ARN-31899). | Current ARN Validity:05/10/2024. | Date of Initial Registration: 05/10/2018.
Shagun Sandeep Sutaria. AMFI Registered Mutual Fund Distributor (ARN-2550). | Current ARN Validity:01/04/2027. | Certification Number: 2430048314. | Date of Initial Registration: 12/12/2003.
Disclaimer: Shagun Sutaria Stock Broking Pvt Ltd [AMFI Registered Mutual Fund Distributor]. This website does not have regard to any specific investment objectives, financial situations, and the particular needs of any specific person. Mutual Fund Investments are subject to market risks, please read the offer document carefully before investing. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies and should understand that statements regarding future prospects may not be realized. There is no assurance or guarantee of the objectives of the Portfolio strategies being achieved. These are not Exchange-traded products and Shagun Sutaria Stock Broking Pvt Ltd is just acting as a distributor. All disputes concerning the distribution activity, would not have access to the Exchange investor redressal forum or Arbitration mechanism.
“Mutual fund investments are subject to market risk. Please read all scheme-related documents carefully before investing.”
The company makes no warranties or representations express or implied, on products offered through the company. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
Clients can address their complaints by mailing us at shagunsutaria@gmail.com or by calling us.
provides you with a thorough assessment of your mutual fund portfolio. With the help of the wealth monitor app, you can spot underperforming funds, reduce your risk exposure, and evaluate your fund diversification. It offers numerous calculators for figuring out your future financial investment.
Contact us today to schedule a consultation with us.
