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Risk Profile Form
Name of the Applicant: *
What is your Age Group?
Select Age Group
Under 35
35-50
Above 50
Investment Amount:
Select Value
< 1 lacs
1-5 lacs
5-10 lacs
> 10 lacs
How well do you understand investing in the markets?
I am novice
I am basic
I am experienced
What is the duration of investment you are looking forward to keep invested?
Short term Positional
Long term Positional
Intraday
What if your investment is down by more than 15%?
Invest More
Wait
Sell
Gross Annual Income details?
Select Income
Below Rs 2 Lac
2-5 Lac
5-10 Lac
Above 10 Lac
Sources of Primary Income?
Select Primary Income Source
Salary
Business
Investment
Other
Sources of Secondary Income?
Select Secondary Income Source
Royalties
Rental Income
Other
Occupation (please select the appropriate)?
Select Occupation
Private Sector
Public Sector
Self Employed
Student
Unemployed
What are your Investment Goals?
Retirement Planning
Buying a House
Children's Education
Wealth Accumulation
What are your Current Investments?
Stocks
Bonds
Mutual Funds
Real Estate
What is the approximate value of your investment portfolio?
What is your experience with investments?
Select Experience Level
No Experience
Some Experience
Significant Experience
What is the size of your emergency fund?
What is your debt allocation?
How many dependents do you have?
What is your risk level?
Select Risk Level
Conservative
Moderate
Aggressive
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