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Knowing and understanding customer needs is at the centre of every successful business,
and at Ashika we believe in the same. Once we have this knowledge, we use it to
provide solutions which are personalised and suits the needs of the customer.
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Keeping the above philosophy in mind, we introduce to you the following questionnaire
‘KYTP’.
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Before you start answering the questions, we request you to:
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- Please read all questions carefully and answer them in a manner which defines you
the best.
- Please answer questions keeping in mind your ‘emergency fund’ which may be defined
as an unexpected expense relating to fixed monthly payments as well as health requirements.
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After answering the 6 questions, we hope to have a better understanding of your
financial needs and to provide you customized solutions.
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Learning Curve Profile Assessment
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A. Your age is:
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B. Which of the methods of research and analysis do you rely on before investing
money into the stock market?
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C. As a percentage of your total yearly earnings, your savings would be around:
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Risk Profile Assessment
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A. Which one of the following describes you the best?
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B. Harry Markowitz propounded that return is a function of risk. The higher the
risk a person takes, greater is the probability of generating better returns. Taking
a leaf out of his book, if you held a Rs. 1,00,000 investment for 1 year with widely
varying risk/reward potential, which of the following options would you choose?
(Best Result/Worst Result)
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C. I react to the impact of market movement on my portfolio in the following manner:
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I have read and agree to abide by the terms & conditions in the disclaimer.
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