Risk Profiling

The risk profiling questionnaire below is completed by every client before advice begins, so recommendations match the client’s objectives and risk capacity. Submit your answers with the KYC form or to [email protected].

Risk profiling questionnaire

Date of Birth
Investment objective?
- To grow aggressively
- To grow moderately
- To grow with caution
- To avoid losing money
How long do you want to stay invested into market investment?
- 0-3 months
- 4-6 months
- 7-12 months
- 1 year
Proposed Investment Amount
- 1 lakh
- 1-3 lacs
- 3-5 lacs
- 5 lacs
Preferred Investment type
- Short term positional
- Long term positional
Your source of income
- Salary
- Business
- Professional income
- Others
Gross Annual Income details
- Under INR 5,00,000
- INR 5,00,000 to 10,00,000
- INR 10,00,000 to 20,00,000
- Over INR 20,00,000
How familiar are you with the investment/trading in stocks & futures?
- I am an experienced investor/trader
- I understand how market fluctuate and the pros and cons of investing/trading in it
- I have basic understanding of investing/trading
- Very little understanding
What degree of risk do you wish to take with your future financial decisions?
- High
- Medium
- Low
What percentage of total net worth you are investing in this Investment Program?
- Less than 25 %
- 25-50%
- 51-75%
- 76-100%
Market Value of portfolio held?
- 1 lakh
- 1-3 lacs
- 3-5 lacs
- 5 lacs
Which of these statements would best describe your attitudes towards performance of this investment?
- I don’t mind if I lose money
- I can tolerate a some loss
- I’d have a hard time tolerating any losses
- I need to see at least some return
What is the size of your emergency fund?
- 1 month
- 1-3 months
- 3-6 months
- 6 months
What percentage of monthly income is allocated to pay off debt [all EMIs]?
- None
- 0-20 %
- 20-50%
- 50 %
Investment Experience
- 2 years
- 2-5 years
- 5 years
In order to achieve high returns I am willing to choose high risk investments.
- Strongly agree
- Agree
- Neutral
- Disagree