Risk Profile Questionnaire

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Please answer the following questions as truly /openly as you can. There are no 'right' or 'wrong' answers and only the most 'suitable' answer must be chosen. Please TICK ONLY ONE box next to your choice of answer. Each answer would be given a point. The total score would suggest the appropriate risk profile for you.

Name of the Investor *

Email *

1.Investment Horizon: How many years will you allow your investments to grow before you will need the money? *

1) Less than 2 Years

2) Between 2 - 3 Years

3) Between 3 – 5 Years

4) Between 5 – 10 Years

5)10 Years Plus

Required

2.Income Stability: How stable is your current income / job or business? *

1) Unstable

2) Somewhat unstable

3) Stable

4) Reasonably stable

Required

3. Emergency Funds: How many months of expenses can your emergency funds cover? *

1) I currently have no emergency funds

2) Less than 3 months

3) Around 3-6 months

4) Around 7-9 months

5) More than 12 months

Required

4.Current Investments: As of today, maximum allocation in your current portfolio pertains to? *

1) Mostly safe investments like FDs, Bonds, PF

2) Somewhat safe investments & some risk

3) Equal Combination of safe and risky

4) Mostly risky investments like stocks & equities

Required

5. Investment Goals: What is your primary investment objective? *

1) Principal protection (cannot consider any Loss)

2) Wealth Distribution (generate regular income

3) Balance risk and return

4) Aggressive Wealth Creation

Required

6. Near Future Events: Beyond your normal contributions & withdrawals, are there any special circumstances /events that might need major withdrawals from your portfolio over the next 3-5 years? *

1) My entire investments may be required

2) If emergency significant withdrawal expected

3) Minor /limited withdrawals expected

4) No withdrawals foreseen

Required

7. Attitude Towards Risk & Return: Please select the ideal volatility and return combination (represented in %age on an Average Basis) that you are most comfortable with for investments over a period of time. *

1) Returns of 8% annually, with the possibility of a loss of 3-4% in any year

2) Returns of 8-10% annually, with the possibility of a loss of 5-7% in any year

3) Returns of 10-12% annually, with the possibility of a loss of 8-10% in any year

4) Returns of 12-15% annually, with the possibility of a loss of 15-20% in any year

Required

8. Loss Taking Appetite: How comfortable are you with taking risks / losses to achieve better returns? *

1) Not comfortable at all

2) Slightly comfortable

3) Moderately comfortable

4) Very comfortable

Required

9. Attitude Towards Market Sentiments: If there is a loss in the portfolio due to some external factors leading to market correction, assuming the fundamental strengths of the economy, asset class & product remain the same, how long will you wait before liquidating portfolio? *

1) Not hold and cash in immediately if there is erosion in capital

2) Will hold for 3 to 6 months

3) Will hold for one year

4) Will hold for more than 2 years

Required

10. Liabilities Outflow: Do you have any loans for which monthly EMI is being paid? *

1) I am little uncomfortable with my loan / EMI

2) I am comfortable with my loan / EMI

3) I have no loans outstanding

Required

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