Risk Assessment Form
What is your current age?
18 to 30 years
31 to 40 years
41 to 50 years
51 to 60 years
Above 60 years old
How many people depend on you financially?
1,But someone who work
2 to 3
More than 3
What is your annual take-home income?
Under INR 2,00,000
INR 2,00,000 to INR 5,00,000
INR 5,00,00 to INR 10,00,000
INR 10,00,000 to INR 20,00,000
Over INR 20,00,000
What percentage of monthly income can be invested?
0 to 10%
11% to 20%
21% to 30%
More than 30%
What is your primary investment objective?
Future Lifestyle Improvement
How long have you been investing in Mutual Funds?
3 years or more
Up to 3 years
This is my/our first investment
Which investment product are you comfortable with
Savings and fixed deposits
Equities and Derivatives
What is your expected rate of return from your investments?
Potential return of 6% per annum
Potential return of 10% per annum
Potential return of 12% per annum
Potential return of 15% per annum
potential return of more than 15% per annum
In order to achieve high returns, you are willing to choose high-risk investments.
You would start to worry about your investments if your portfolio value falls
Less than 5% per annum
5%-10% per annum
10%-20% per annum
20%-30% per annum
More than 30% per annum
You prefer to keep capital safe rather than have high returns
From point of returns & tax efficiency, what kind of investment would you prefer?
Preferably guaranteed returns, before tax efficiency
Stable, reliable returns, minimal tax efficiency
Some variability in returns, some tax efficiency
Moderate variability in returns, reasonable tax efficiency.
Unstable, but potentially higher returns, maximizing tax efficiency.
In March 2020, the Indian share market Sensex fell more than 17% during the month. If the share component of your portfolio fell by 20% over a short period, such as a month. Would you:
(If you have experienced a fall like this, choose the answer that corresponds to your actual behavior.)
Sell all of your investments. You do not intend to take risk.
Sell a portion of your portfolio to cut your losses and reinvest into more secure investment sectors.
Hold the investment and sell nothing, expecting performance to improve.
Invest more funds to lower your average investment price.
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