1. What is your Age Group?
Under 25.
26- 45
46-55
55-60
60+
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2. Investment Goal []
Capital Appreciation
Regular Income.
Capital Appreciation and Regular Income.
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3. Proposed Investment Amount
Below 1 Lac
1-2 lacs.
2-5 lacs.
> 5 lacs.
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4. Preferred Investment type
Short term Positional.
Long term Positional .
Intraday.
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5. Gross Annual Income details:-
Below 1 lac.
1-5 lac.
5-10 lac .
10-25 lac.
>25 lac.
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6. Sources of Income
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7. Market Value of portfolio held
< 1 lacs.
1-2 lacs.
2-5 lacs.
> 5 lacs.
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8. Investment Experience
< 3 years.
3-5 years
>5 years.
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9. Experience in Market Products
Commodity .
Stock.
Derivatives Stocks.
Forex.
All.
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10. How many dependents do you financially support ?
None.
Between 1-3.
4+.
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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.
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12. What is your experience with equity investments ?
Extensive experience.
Moderate experience.
Very less experience.
No experience.
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13. What is your experience with Commodity investments ?
Extensive experience.
Moderate experience.
Very less experience.
No experience.
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14. What is your experience with FOREX investments ?
Extensive experience.
Moderate experience.
Very less experience.
No experience.
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15. What is your experience with investments in past ?
Very Good
Good
Moderate
Bad
Very Bad
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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
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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
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18. Risk Tolerance
High.
Medium
Low.
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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%
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20. Occupation (please select the appropriate)
Employed / Service
Private sector service
Public sector
Government sector
Business
Professional
Agriculturist
Retired
Housewife
Student
Dealer
Other
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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
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