RISK PROFILING QUESTIONNAIRE

Please answer all the questions by circling one of the options. Choose the option that best indicates how you feel about each question. If none of the options is exactly right for you, choose the option that is closest.

     
Name :
Email Address :
Date of Birth :
   
Day   Month   Year
     

YOUR SOURCE OF INCOME

Salary :
Business :
Pension / other retirement source :
Dependent on other's income :
     

YOUR CURRENT ANNUAL TAKE-HOME INCOME FROM ALL SOURCES

Under INR 5,00,000 :
INR 5,00,000 to INR 10,00,000. :
INR 10,00,000 to INR 20,00,000. :
Over INR 20,00,000. :
     

LIABILITIES/BORROWINGS

Nil :
INR 1,00,000 to INR 10,00,000 :
INR 10,00,000 to INR 50,00,000 :
Over INR 20,00,000. :
     

WHAT IS THE VALUE OF YOUR LIQUID(or investable) ASSETS? THIS INCLUDES CASH PLUS ANY SOLD INVESTMENTS LIKE BONDS, STOCKS, MUTUAL FUND ETC.

Less than INR 5,00,000 :
INR 5,00,000 to INR 10,00,000 :
INR 1,000,000 to INR 50,00,000 :
Above INR 50,00,000 :
     

WHAT KIND OF INVESTMENTS DO YOU CURRENTLY OWN, OR WOULD PREFER TO OWN?

Mainly money market or fixed-income securities (e.g. cash, bonds) :
Mainly fixed-income securities with some equity securities :
Slightly heavier weighting in equities than fixed-income :
Mainly aggressive equities with some fixed income. :
     

WHAT DO YOU WANT THIS INVESTMENT PORTFOLIO TO DO?

Provide appreciation of capital in short-term :
Provide moderate growth in medium term :
Provide maximum capital appreciation of investment in long term :
Generate income with some capital appreciation :
     

WHAT IS YOUR INVESTMENT HORIZON?

Below 1 year :
1 year to 2 years :
2 years to 5 years :
More than 5 years :
     

YOU INVEST SUBSTANTIAL AMOUNT IN A STOCKS THAT GOES DOWN BY 8% THE NEXT DAY.

Average your cost by investing more at a lower price. :
Do not bother because you had done enough research on the company :
Book your loss and invest in fixed deposits or bonds :
Hold on till that stockss comes back to your cost price and sell it :
     

YOU HAVE INVESTED IN SHARES THAT YOU EXPECT WILL BECOME WEALTH MULTIPLIER IN 2-3 THESE SHARE PRICES DROP 30% SOON AFTER YOU BUY THEM.

sell :
average your cost by buying more :
wait and watch :
see your cash flow at the end of the year and buy more if the prices of these shares are still low :
     

YOUR HEALTH

You're in perfect health :
You have minor ailments :
You have life-style diseases such as Hypertension/Diabetese :
You have had life threatening problems previously :
     

PERSONAL RESPONSIBILITIES

You are unmarried/single :
You are married but have no child :
You are married with a school going childe :
You are married with a daughter who is to be married or a son who wishes to go for foreign education :