Risk Profile
Risk profiling of the client
 Please note that the questionnaire is only suitable for customers that are comfortable with taking on some form of investment risk. It is not suitable for customers that do not want to take on any risk whatsoever.
 Please tick the option that best describes how you feel about each question.
If no option is exactly right for you, choose the one that is closest.
Gender *
Your Name *
Your answer
E-mail Id *
Your answer
Mobile Number *
Your answer
Address *
Your answer
What is your Age Group? *
What is your marital status? *
Investment objective? *
How long do you want to stay invested into market investment? *
Proposed Investment Amount *
Preferred Investment type *
Occupation (please select the appropriate) *
Gross Annual Income details:- *
Sources of Income (Primary Source) *
Sources of Income (Secondary Source) *
Risk appetite and tolerance *
What degree of risk have you taken with your past investment decisions?
What degree of risk do you wish to take with your future financial decisions? *
Which of these statements would best describe your attitudes towards performance of this investment? *
What is the size of your emergency fund? *
Liability and borrowing details *
How many dependents do you financially support?
Which of these is your liability in future?
What percentage of monthly income is allocated to pay off debt [all EMIs]? *
Past experience *
Investment Experience
Experience in market products *
What is your experience with market products in past? *
Investment goal as investment objectives *
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