CHOOSE THREE (3) individuals/respondents (could

be family members) across various age

1a groups (preferably 24 to 35; 36 to 45 and 45

years and above) and administer the INVESTOR

1b Categorize your respondents to SPECIFIC

INVESTORY PROFILE according to the score

obtained in the INVESTOR PROFILE

QUESTIONNAIRE.

10.Judging from the score obtained / Investor

Profile, what INVESTMENT STRATEGY would you

recommend for EACH of your THREE respondents

assuming investable funds currently

available with them is BD 60, 000.

Note 1: Investment strategy should include

SELECTION OF SPECIFIC INVESTMENT OUTLETS

where BD 60,000 would be invested into.

Note 2: You can use this general format to compile

your recommendations for task 3

Investment outlet Amount Invested Percentage of the Total 1 Bank deposit (specify bank deposit type) a. b. 2 Equity shares (specify which company's stock you will be investing in; quantity purchased) a. b. c. d. e. 3 Gold (specify how much of gold you will purchase at what price) a. 4 Mutual funds (specify which mutual funds you will be investing in quantity purchased) a. b. Others (if any) TOTAL BD 60,000 100%