User Basic Information

PART-A. SOCIO ECONOMIC CONDITION

1. Investors Age Group
2. Educational Background
3. Profession / Occupation
4. Family and Dependents
5. Current Residential Status
6. Source of Investment Fund
7. Debt Position (Bank Liability including Credit Cards)
8. Income-Free Cash Flow-Saving

PART-B. Financial Literacy

1. At What Level of Unrealised Loss% You Will "STOP LOSS".

Knowledge of Terminologies used in Capital Markets

1 . EPS
2 . PE / PE RATIO
3 . STOP LOSS
4 . MARGIN LOAN
5 . RSI
6 . Netting
7 . Bull Market / Bear Market
8 . STCOK DIVIDEND
9 . CASH DIVIDEND
10 . RIGHT SHARE

Select ‘TRUE/FALSE’ among following statements

1 . Stock Market Forecasts Are Reliable
2 . A Hot Stock Tip Means ‘Go/Buy’
3 . Capital Market is a Good Way to Make Quick Money
4 . Investing in stocks requires deep financial knowledge and Experience
5 . Capital Market is Only for Wealthy People
6 . Capital Market is nothing but Gambling
7 . I heard ‘XYZ’ is a great stock to buy, no need for further research
8 . Stock market is for the youth generation
9 . Stocks that are down will rise again
10 . Buying stocks at lows and Must sell at highs

How your Equity/Investent may Decline?

1 . Using Margin Loan
2 . Buy on high Market & Sell on low Market
3 . Netting during Bear Market
4 . Invest in junk shares
5 . Depending on AR/Traders
6 . Investment in too many securities
7 . Too many buy sell
8 . By following others

PART-C. CAPITAL MARKET PHILOSOPHY

1. How Do You Define Capital Market?
2. Why Do You Want to Invest in Capital Market?
3. Do You Have Any Investment in Bangladesh Capital Market? YES/NO, If YES, How Long?
4. What is Your Total "Investment Size" in Bangladesh Capital Market?
5. What is Your Investment Philosophy (Profit Target)?
6. What is Your Preferred Way to Select Instruments?
7. How do You See, Investment Opportunities in Z Category?
8. What is Your Frequency of Investment/Trade in Capital Markets?
9. Are You Interested to Trade With Margin?
10. What is Your Annual Expected (ROI) "Return On Investment" from Capital Market?