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Customer Risk Profiling Form
This form contains 10 questions, each question has multiple options marked with points from 1 to 5. Please select the option that
best reflects your preference
for each question.
Add up the points
for all 10 questions to calculate your total score.
Submit
your answers.
Your risk profile
results will be shown immediately after submission.
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* Indicates required question
Customer Name
*
Your answer
Customer Email
*
Your answer
Customer Phone Number
*
Your answer
Gender
*
Female
Male
Age
*
18–25 years (+5)
26–35 years (+4)
36–45 years (+3)
46–55 years (+2)
Above 55 years (+1)
How would you rate your capital market experience and knowledge as an investor?
*
No experience (+1)
Basic knowledge (+2)
Moderate knowledge (+3)
Good knowledge (+4)
Extensive/professional knowledge (+5)
Where are your current investments primarily allocated? (Select one)
*
None (+1)
Fixed Deposits/ Govt Bonds (+2)
Debt Funds/ Corporate Bonds (+3)
Mutual Funds/Stocks/Real Estate (+4)
Advanced products (AIFs, Crypto, Forex, etc.) (+5)
How much risk are you willing to take to achieve your investment goals?
*
Very low (+1)
Low (+2)
Moderate (+3)
High (+4)
Very high (+5)
How would you react if your investment portfolio declined by 10% in a single day?
*
Sell everything immediately (+1)
Sell some investments (+2)
Do nothing, wait and watch (+3)
Consider buying more (+4)
Confidently add more investments (+5)
What is your primary investment goal?
*
Capital preservation (+1)
Retirement planning (+2)
Income generation (+3)
Balanced growth (+4)
Wealth creation (+5)
What is your investment time horizon?
*
Less than 1 year (+1)
1–3 years (+2)
4–6 years (+3)
7–10 years (+4)
More than 10 years (+5)
Do you have an emergency fund in place?
*
No, none (+1)
Less than 1 month’s expenses (+2)
1–3 months’ expenses (+3)
3–6 months’ expenses (+4)
More than 6 months’ expenses (+5)
How dependent are you on investment income for your regular expenses?
*
Completely dependent (+1)
Largely dependent (+2)
Somewhat dependent (+3)
Slightly dependent (+4)
Not dependent at all (+5)
How would you describe your reaction to financial news and market volatility?
*
Very anxious (+1)
Somewhat anxious (+2)
Neutral (+3)
Calm (+4)
Excited/opportunistic (+5)
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