Risk Profile

Contact Details


  • 1. What is your Age Group?
      Under 25.
      26- 45
      46-55
      55-60
      60+
    		•
  • 2. Investment Goal []
      Capital Appreciation
      Regular Income.
      Capital Appreciation and Regular Income.


    		•
  • 3. Proposed Investment Amount
      Below 1 Lac
      1-2 lacs.
      2-5 lacs.
      > 5 lacs.
    		•
  • 4. Preferred Investment type
      Short term Positional.
      Long term Positional .
      Intraday.
    		•
  • 5. Gross Annual Income details:-
      Below 1 lac.
      1-5 lac.
      5-10 lac .
      10-25 lac.
      >25 lac.
    		•
  • 6. Sources of Income

    A. Primary Source

      Salary.
      Business.
      Professional.

    B. Secondary Source

      Royalties
      Rental
      Dividend.
      Others.
      None
    		•
  • 7. Market Value of portfolio held
      • < 1 lacs.
      1-2 lacs.
      2-5 lacs.
      > 5 lacs.
  • 8. Investment Experience
      • < 3 years.
      3-5 years
      >5 years.
  • 9. Experience in Market Products
      • Commodity .
      Stock.
      Derivatives Stocks.
      Forex.
      All.
  • 10. How many dependents do you financially support ?
      • None.
      Between 1-3.
      4+.
  • 11. What is the size of your emergency fund ?
      • do not have
      < 1 month income
      1-3 months income.
      3-6 months income.
      > 6 months income.
  • 12. What is your experience with equity investments ?
      Extensive experience.
      Moderate experience.
      Very less experience.
      No experience.
    		•
  • 13. What is your experience with Commodity investments ?
      • Extensive experience.
      Moderate experience.
      Very less experience.
      No experience.
  • 14. What is your experience with FOREX investments ?
      • Extensive experience.
      Moderate experience.
      Very less experience.
      No experience.
  • 15. What is your experience with investments in past ?
      • Very Good
      Good
      Moderate
      Bad
      Very Bad
  • 16. What is your preference w.r.t securities with low risk, low Direct Questions to ascertain Risk Appetite
      • Strongly Prefer
      Prefer
      Indifferent
      Do not prefer
      Strongly do not prefer
  • 17.When market is not performing well do you prefer to buy risky investments and sell less risky investments
      • Strongly Prefer.
      Prefer
      Indifferent
      Do not prefer
      Strongly do not prefer
  • 18. Risk Tolerance
      • High.
      Medium
      Low.
  • 19. What percentage of monthly income is allocated to pay off debt [all EMIs]?
      • None.
      Between 0% -20%
      Between 20% - 35%
      Between 35% - 50%
      > 50%
  • 20. Occupation (please select the appropriate)
      • Employed / Service
      Private sector service
      Public sector
      Government sector
      Business
      Professional
      Agriculturist
      Retired
      Housewife
      Student
      Dealer
      Other
  • 21. Are you any of the following, or are directly or indirectly related to any of the following
      • Civil Servant.
      Politician
      Current or former head of state.
      Bureaucrat (Tax authorities, Foreign Services, IAS etc)
      Current or former MP/MLA/MLC.
      Connected to Media.
      Connected to any company/promoter group/ group of companies listed on any stock exchange.
      None

    Risk ClassificationYour Score
    High Risk18-25.
    Medium Risk 14-17
    Low Risk 13 & below

    The questionnaire returns a score on the basis of which you fall in either of the category mentioned above. This assessment is made solely on the basis of your financial situation and the answers selected by you.
    As your advisor, I and you confirm that we have worked together to determine your risk profile and the investment options that are best suited for your investment style.