UJI Partners

PRE-MEETING CHECK-IN

Hey there

Before we sit down to talk through your investments, these quick questions help me come prepared so we can spend our time on what actually matters. Takes about 3 minutes. Your responses are recorded as part of our standard onboarding process.

1
Your full name (as you'd like it on records)
2
Which age band fits you?
Under 30
30 to 40
40 to 50
50 to 60
60 plus
3
Who depends on your income today?
Just me
Spouse, no kids
Spouse and kids
Spouse, kids and parents
Other, will explain when we meet
4
What is the main thing you want this money to do for you?
Long-term wealth building (10 to 15+ years)
Specific goals (kids, property, business)
Building a retirement corpus
Generating regular income from investments
Mix of all of the above
5
When do you see yourself needing a significant chunk of this money?
Not anytime soon (7 plus years)
In 3 to 5 years for something specific
Within 1 to 3 years
No specific timeline, just growing it
6
If your portfolio dropped 25 to 30 percent in a few months, what would your instinct be?
Stay put and wait it out
Add more at lower prices
Get nervous and consider pulling some out
I would lose sleep, want to exit
7
How would you describe your investing experience so far?
Pretty new, still figuring it out
Some experience with MFs and stocks
Comfortable across MFs, stocks, some alternates
Active investor, been at it for years
8
How do you feel about investing outside India (US, China, Japan)?
Interested, want some global exposure
Open to it if you think it makes sense
Prefer to keep everything in India for now
Haven't really thought about it
9
What else do you hold outside of MFs and stocks? Helps me see the full picture.
Select all that apply
Fixed Deposits
PPF / EPF / NPS
Real Estate (investment property)
ULIPs or insurance-linked investments
Gold (physical or digital)
Crypto
Art, watches or collectables
Business holdings or unlisted equity
None of these
10
What bothers you most about how your money is managed today? Pick whatever fits.
Select all that apply
Too many products, feels scattered
No clear strategy or structure
Not sure if returns justify the risk
Don't really know what I own across everything
Too concentrated in one type of asset
My current advisor doesn't really get me
Nothing major, just want a fresh perspective
11
When it comes to building your portfolio, which feels more like you?
Keep it broad and diversified, capture the whole market and let the long horizon do the work
Tilt toward themes that fit the times (e.g. lean into energy, pharma or defence thematic funds), even if it means more variance
A bit of both, mostly diversified with one or two thematic positions
Honestly, no strong view. Help me decide.
12
How do you and your spouse think about your investments?
As one pool. We want a single combined view and allocation.
Mostly separate, but our portfolios probably overlap a fair bit
Fully separate. My spouse manages theirs independently.
Not applicable for me
13
Anything specific you want to make sure we cover when we meet? (Optional)
I confirm the responses above reflect my situation and views to the best of my knowledge. I understand the resulting risk profile is indicative, will be used by UJI Partners (UJI Ventures LLP, AMFI Registered MFD, ARN-327030) to recommend suitable mutual fund schemes, and will be retained as part of my onboarding record. I can request a copy of these responses or revise my profile at any time.
Your responses are sent to Mishal on WhatsApp and stored in UJI Partners' onboarding records. You will be able to save a PDF copy on the next screen.
UJI Ventures LLP  |  AMFI Registered MFD  |  ARN-327030  |  Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.
UJI Partners
✓
Thanks
Your responses have been recorded. Here is what we have noted.
YOUR INDICATIVE RISK PROFILE
Balanced
Based on your time horizon, drawdown comfort and experience.

YOUR RESPONSES

Tip: in the print dialog, uncheck "Headers and footers" for a cleaner record.
UJI Ventures LLP  |  AMFI Registered MFD  |  ARN-327030