Financial Freedom & Risk Profiling Questionnaire (Non-Scoring)
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Name *
DOB
*
MM
/
DD
/
YYYY
Education
*
Type of Employment
*
Organisation Name
Level of Involvement in your Occupation (Hrs in a day)
Level of Involvement in your Occupation (Days in a week)
Assistance avl
Clear selection
Address
*
City
*
State
*
 Pin code
*
Email Id
*
Mobile No.
*
Spouse Name
Spouse Occupation
Clear selection
Annual Income
*
Annual Family Savings (Income - Expenses)
*
No. of dependent family members
*
What are you *
Purpose of Investment
*
Required
Tenure of Investment
*
If your current source of income were to stop today, for how long will your present savings support you?
*
Investible Surplus -  One Time (lump sum)
*
Investible Surplus - SIP
*
Liabilities
*
Capacity to Arrange Extra Funds
Risk Appetite
*
Knowledge Level
*
Required
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