Risk Assessment Questionnaire
Mayank Mehra, CFA,FRM | SEBI Registered Investment Adviser:- INA300010503
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?
Do you have any yearly investment commitments?
Where do you rate your willingness to take risk?
Extremely low risk
Moderate amount of Risk
I enjoy the thrill
Would you choose?
To risk an opportunity
To risk return
By how much could the total value of all your investments go down before you would begin to feel uncomfortable?
More than 55%
What is the average rate of return you expect from this investment over the next 10 years?
Same as Bank
Same as Market
Willing to accept lower than Market Return for higher Safety
At least equal to inflation
What kind of investment do you prefer?
Higher Cashflows ( Dividends, Interest etc)
Higher Absolute Returns ( Less or minimal dividends)
Time Horizon & Tax Constraints
In how many years do you estimate that you will begin to need the money you are investing?
Within an Year
1 Year to 3 Years
3 Years to 7 Years
Longer than 7 Years
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?
Upto Rs. 5 Lakhs
Above Rs. 5 Lakhs
Do you see your self redeeming this investment?
Yes, within 5 years
Yes, within 5 to 10 years
Do you have any other Liquid Savings or Contingent Fund incase you were to fulfil a incidental unique circumstantial expense.
No, I would use 50% from this investment
No, I would use 75% from this investment
No, I would need all of this investment
I can not envision such a circumstance
Do you have Investments in
Fixed/ Recurring Deposit
Do you have any expense commitments?
A copy of your responses will be emailed to the address you provided.
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