Risk Profile

Risk Profile Form


Under 30
31-45
46-60
60+

Married
Unmarried

None
Between 1-3
4+

Private Job
Government Job
Student

Below 1 lac
1-5 lac
5-10 lac
10-25 lac
>25 lac

Salary
Business

Royalties
Rental
Dividend
Other

<1 lacs
1-2 lacs
2-5 lacs
> 5 lacs

To grow Aggressively
To grow significantly
To grow moderately
To grow with caution
To avoid losing money

0-6 Months
7-12 Months
13-24 Months
>24 Months

Not Secure
Somewhat Secure
Fairly Secure
Very Secure

Not Familiar at all with Investment and feel uncomfortable with Complexity.
Some What Familiar. I dont fully understand Investments
Very Familiar. I use Research to make investment decision. I understand various factors which influence Investment performance.
Fairly Familiar. I understand the various factors which influence Investment Performance.

High
Medium
Low

Sell all of the investments. You do not intend to take risks.
Sell a portion of your portfolio to cut your losses and reinvest into more secure investment sectors.
Hold the investment and sell nothing, expecting performance to improve.
Invest more funds to lower your average investment price.

Less than 25%
26% - 50%
51% - 75%
76% - 100%

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

I do not have
I do not have, but I can manage
I am Maintaining

None
Between 20% - 35%
Between 35% - 45%
> 50%
I hereby declare that I have read, understood and personally accomplished this entire Risk Profiling Questionnaire and that the answers I have given are accurate. I understand the risk involved in investing in equities. I will exercise my own independent judgment in subscribing the suitable package/s (if any) as per my Risk Profile Score. You may review your answers before they are recorded in the system. Once recorded they cannot be changed. This is done to ensure the integrity of the data. You can review your answers by scrolling through the questionnaire. Now is the best time to correct any mistakes or omissions.