Risk Assessment Form
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Name *
What is your current age? *
How many people depend on you financially? *
What is your annual take-home income? *
What percentage of monthly income can be invested? *
What is your primary investment objective? *
How long have you been investing in Mutual Funds? *
Which investment product are you comfortable with *
What is your expected rate of return from your investments? *
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 *
You prefer to keep capital safe rather than have high returns *
From point of returns & tax efficiency, what kind of investment would you prefer? *
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.)
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