Risk Profile

Full Name :

Mobile no :

Email :

PAN Number :

Birthday:

1) What is your Age Group? :
0 - 30
31 - 60
61 - 100

2)Your Occupation (Please select the appropriate) :
Private Sector Service
Government
Public Sector
Business
Self-Employed
Professional
Agriculturist
Retired
Housewife
Student
Dealer
Others

3 ) What is your Gross Annual Income? :
Below 2 Lac
2-5 Lac
5-10 Lac
More than 10 Lac

4 ) How many dependents do you financially support ? :
None
2-5 Lac
Between 1-3
4+

5)What percentage of monthly income is allocated to pay off debt [all EMIs]? :
None
Between 0-20%
Between 20-35%
Between 35-50%
More than 50%

6)What percentage of monthly income can be invested? :
0 to 10%
11 to 20%
21 to 30%
More than 30%
I currently have no Income

7)Which of the following best describes your Investment goals? :
Capital appreciation
Regular Income
Capital appreciation with Regular Income

8)What is the time frame for you to achieve your financial goals? :
Less than 1 year
1-3 years
3-5 years
More than 5 years

9) How secure is your current and future income from sources such as salary, pensions or other investments? :
Not Secure
Somewhat Secure
Fairly Secure
Very Secure

10) What is your proposed investment amount? :
Below_1_Lac
1-2 Lac
2-5 Lac
More than 5 Lac

11)For how long would you like to keep your investment? :
Intraday
Short Term
Medium Term
Long Term

12)Do you have any experience related to Investments? :
Less than 1 year
1-3 years
3-5 years
More than 5 years

13)How was your previous experience related to investment? :
Very Good
Good
Moderate
Bad Term

14)What is market value of Portfolio you hold? :
Less than 1 Lac
1-2 Lac
2-5 Lac
More than 5 Lac

15) What is the size of your emergency fund? :
Do not have
1-3 months income
3-6 months income
More than 6 months income

16)Purpose of your investment, in terms of earning profit ? :
10 to 20 % Monthly return on investment
More than 40 % Monthly return on investment
20 to 30 % Monthly return on investment
30 to 40 % Monthly return on investment

17)I would start to worry about my investments if my portfolio value falls :
Less than 5% per annum
5 to 10% per annum
10 to 20% per annum
20 to 30% per annum
More than 30% per annum

18)Maximum allocation in your current portfolio pertains to :
Savings and fixed deposits
Bonds
Equities
Mutual Funds
Derivatives options, swaps and futures

Total Score :

Risk Appetite :

Confirmation Code

Full Name :

Mobile Number :

Email address :

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