What Type Of Investor Are You?
Adulting? Retiring? Let's help you out!
We know you're building up your savings and is currently scouting for other options than your ATM and Passbook accounts. Banks and other financial institutions provide solutions to those who want to take their financial health and wealth, up a notch - and that is through investments!
But Before investing, it is important to know your risk appetite. The market offers a stream of investment outlets depending on your risk tolerance and financial goals.
This short quiz will let you have an idea of what type of investor you are and what your options are!
- 1.
To which age group do you belong?
- A.
25 years old and below
- B.
26 to 40 years old
- C.
41 to 60 years old
- D.
61 years old and above
-
- 2.
What is your Investment Objective?
- A.
I will use it as my Emergency Fund (Emergency Fund: Fund that is equivalent to 6 times of your monthly salary. This shall be used in case any emergency arises)
- B.
It will be my Sustenance Fund so I don't want to be tied up in an investment for too long.
- C.
I am saving for future expenditure ( car, vacation, second home, etc.)
- D.
I want to enhance my wealth and achieve capital growth.
-
- 3.
How soon will you be needing the funds?
- A.
I might require withdrawal anytime.
- B.
I think I might require withdrawal within a year.
- C.
Not so soon. I might require withdrawal within 1-5 years.
- D.
I would definitely not need it soon. Withdrawal can be after 5 years.
-
- 4.
How much RISK can you take?
- A.
I want my principal to be safe and insured.
- B.
I can tolerate the possibility of minimal loss on my principal in exchange for modest returns higher than traditional deposit products.
- C.
I can tolerate the possibility of moderate loss on my principal in exchange for modest returns higher than money market placements.
- D.
I can tolerate the possibility of substantial loss on my principal in exchange for higher returns and long term capital growth.
-
- 5.
How long can you stay invested?
- A.
Less than 30 days
- B.
Less than 1 year
- C.
1 year to 5 years
- D.
5 years and above
-
- 6.
What is your Investment Knowledge?
- A.
Savings
- B.
Oh, I know about Savings, Time Deposits, Government Securities and Money Market Fund.
- C.
Oh, I know about Savings, Time Deposits, Government Securities and Money Market Fund, Corporate Bonds/Notes and Bond Funds.
- D.
Oh, I know about Savings, Time Deposits, Government Securities and Money Market Fund, Corporate Bonds/Notes and Bond Funds, Stocks and Equities, Real Estate and Derivatives.
-
- 7.
What is your Investment Experience so far?
- A.
Savings
- B.
Oh, I've had/tried Savings, Time Deposits, Government Securities and Money Market Fund.
- C.
Oh, I've had/tried Savings, Time Deposits, Government Securities and Money Market Fund, Corporate Bonds/Notes and Bond Funds.
- D.
Oh, I've had/tried Savings, Time Deposits, Government Securities and Money Market Fund, Corporate Bonds/Notes and Bond Funds, Stocks and Equities, Real Estate and Derivatives.
-
- 8.
What type of investment are you interested in?
- A.
Savings account only
- B.
Oh, I want to try: Savings, Time Deposits, Government Securities and Money Market Fund.
- C.
Aside from Savings, Time Deposits, Government Securities and Money Market Fund, I am interested in Corporate Bonds/Notes and Bond Funds.
- D.
I wan to try investing in stocks/equities.
-
Back to top