Risk Assessment Questionnaire
Mayank Mehra, CFA,FRM | SEBI Registered Investment Adviser:- INA300010503
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Email *
Personal Details
Name *
As displayed on PAN
Portfolio Opted for *
In the above portfolio how much is the amount invested as a percentage of your Net Worth? *
Date of Birth *
Marital Status and Children *
Risk & Return Constraints
Do you have any purpose of this investment? What are its principal goals? *
What %age of your total yearly earnings do you save at the end of the year? *
5 points
Do you have any yearly investment commitments? *
5 points
Where do you rate your willingness to take risk? *
5 points
Would you choose? *
5 points
By how much could the total value of all your investments go down before you would begin to feel uncomfortable? *
7 points
What is the average rate of return you expect from this investment over the next 10 years?
2 points
Clear selection
What kind of investment do you prefer?
4 points
Clear selection
Time Horizon & Tax Constraints
In how many years do you estimate that you will begin to need the money you are investing? *
5 points
Do you have any Tax Constraints
Liquidity, Legal & Unique Constraints
If you will be adding to your portfolio, what amount do you expect to add annually over the next five years? *
5 points
Do you see your self redeeming this investment? *
5 points
Do you have any other Liquid Savings or Contingent Fund incase you were to fulfil a incidental unique circumstantial expense. *
5 points
Do you have Investments in *
5 points
Do you have any expense commitments? *
A copy of your responses will be emailed to the address you provided.
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