Investor Details
Name of the Investor: Mr Prashant Yatgiri
Age: 47 years
Time to Retirement: 15 years
Amount needed after retirement annually: Rs 4 Lakhs (Real Value)
Investment Needs: 1) Education of children 2) Medical Exigencies 3) Leisure
Investment Goals in Chronological order: 1) Higher Education a. Child 1 - Rs 40 lakhs (7 years from now) b. Child 2 – Rs 40 lakhs (13 years from now) 2) Marriage Exenses c. Child 1 - Rs 12.5 lakhs (10 years from now) d. Child 2 – Rs 12.5 lakhs (16 years from now) 3) Own Retirement Expenses (Rs 4 Lakhs pa)

Investor Questionnaire | |

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Top of Form1. I plan to begin taking money from my investments in . . . 1 year or less 1 – 2 years 3 – 5 years 6 – 10 years 11 – 15 years 2. As I withdraw money from these investments, I plan to spend it over a period of . . . 2 years or less 3 – 5 years 6 – 10 years 11 – 15 years More than 15 years3. When making a long-term investment, I plan to keep the money invested for . . . 1 – 2 years 3 – 4 years 5 – 6 years 7 – 8 years More than 8 years4. From September 2008 through November 2008, stocks lost over 31%. If I owned a stock investment that lost about 31% in 3 months, I would: (If you owned stocks during this period, select the answer that corresponds to your actual behavior.) Sell all of the remaining investment. Sell a portion of the remaining investment. Hold onto the investment and sell nothing. Buy more of the investment.5. Generally, I prefer investments with little or no fluctuation in value, and I'm willing to accept the lower return associated with these investments. Strongly disagree Disagree Somewhat agree Agree Strongly agree6. During market declines, I tend to sell portions of my riskier assets and invest the money in safer assets. Strongly disagree Disagree