Whatsapp Us : 8109060248

Sebi registration number: INA000002348
Registration type : Non Individual; Registration validity : Perpetual

Give us a Missed Call : 8109060248

Sebi registration number: INA000002348
Registration type : Non Individual; Registration validity : Perpetual

Risk Profile

Basic Information:

1. Name :

2. Father's Name :

2. Contact Information :

3. Address :

4. Gender (M/F) :

Male

Female

5. Age Group(please select the appropriate) :

Under 30

31-40

41-50

51-60

60+

Income details:

6. Gross Yearly Income (please select the appropriate) :

Below Rs. 1 Lac	Rs. 3 Lacs to Rs. 8 Lacs	Rs. 8 Lacs to Rs. 15 Lacs	More than Rs. 15 Lacs
Rs. 1 Lac to Rs. 3 Lacs

Investment objective including time duration

7. It is generally true that longer the investment horizon, higher the risk an investor can tolerate. How long do you want to stay invested? (please select the appropriate) :

Up to 3 Months

Up to 1 year

Up to 2 years

Up to 3 years

More than 3 years

8. PROPOSED INVESTMENT AMOUNT :

9. Preferred market Investment type (please select the appropriate) :

Stocks Stock Options Nifty Options Stock Futures Index Futures Commodity

Existing Investment and Assets

10. Ratio of portfolio held in financial market (Equity/Commodity/Forex)? (please select the appropriate) :

Less than 10% of total investment	Between 30% to 50% of total investment
Between 10% to 30% of total investment	More than 50% of total investment

11. What percentage of surplus you are investing in this Investment Program? (Please select the appropriate) :

Less than 20%

20% to 40%

40% to 60%

60% to 80%

More than 80%

Risk appetite and tolerance

12. Compared to others, how do you rate your willingness to take financial risks :

Very Low Willingness

Low Willingness

Average Willingness

High Willingness

Very High Willingness

13. Which of these statements would best describe your attitudes towards performance of investment? (Please select the appropriate) :

I want to avoid losing money	I want to grow moderately	I want to grow aggressively
I want to grow with caution	I want to grow significantly

14. What level of loss on your investments is generally acceptable to you?

Less than 10%

10-20%

20-30%

30-40%

More than 40%

15. What is the size of your emergency fund? (please select the appropriate)

Do not have	1 to 3 months income	3 to 6 months income	More than 6 months income
Less than 1 month income

Liability and borrowing details

16. How many dependents do you financially support? (please select the appropriate)

None

Between 1-2

Between 3-4

17. What percentage of monthly income is allocated to pay off debts [all EMIs]? (Please select the appropriate)

None

Between 0% -20%

Between 20% - 35%

Between 35% - 50%

Greater than 50%