Welcome to your Risk Profile Full Name Email Phone Pan Number Date of Birth Date of Birth and Pan Number 1. What is your age group?* Under 35 36-55 56-65 Above 65 2. What is Your Investment Amount? Less than 2 lacs 2-5 lacs 5-10 lacs Above 10 lacs 3. Investment Goal ?* Capital Appreciation Regular Income Capital Appreciation and Regular Income 4. What is Your Preferred Investment Type? Short Term Positional Long term Positional Intraday 5. What is your preferred segment? Equity Option Future All 6. How long have you been Investing? 0-1 yr 2-3 yrs Above 3 yrs 7. What is your annual Income? 2-4 lac 5-7 lac Above 7 Lac 8. Size of your Emergency Fund? Don’t Have 1-3 Month Income 3-6 Month Income 06-12 Month Income 9. Source of Income ? Salary House Rent Income Other Income Business & Profession 10. Risk Tolerance Ratio ? High Medium Low 11. What is your preference low risk, low return or high risk, high return? Low Risk, Low Return. High Risk, High Return. 12. When market is not performing well do you prefer to buy risky investments and sell less risky investments ? Strongly Prefer Prefer Do not prefer Strongly do not prefer 13. Percentage of Monthly Income is allocated to pay off debt [all EMIs]? None Between 0%-20% Between 20%-50% Greater than 50% 14. What would you do if there is a drop of in value in one of your investments? Book your loss and invest in fixed deposits or bonds. Hold on till the share comes back to your cost price and sell It Do not bother because you had done enough research on the company Average your cost by investing another same amount at a lower price 15. How secure is your current and future income from sources? Not Secure Somewhat Secure Fairly Secure Very Secure Time is Up! Time's up
