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Hegde Towers,D.No.15-10-571/1,opp.St Agnes College, Bendoor Mercara Hill, Mangaluru, Dakshina Kannada ,Karnataka,575002
+91-99169 09188
service@envistafinancials.com
We will ask you a set of questions to get to know you!
Step 1: Describe your knowledge of investments:
Step 2: When you invest your money, you are:
Step 3: If the market lost 25% in the last few months, and your investmentsalso suffered the same - what would be your first impulse?
Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
Step 5: To obtain a return of more than what you would receiveas a bank fixed deposit, you must take risks.
Step 6: How do you react to the idea of investments?
Would you like to continue with some arbitrary task?
