1

Introduction

2

Profile

3

Knowledge

4

Investments

5

Financial Status



Your Risk Tolerance measures how comfortably you can handle declines in the value of your investments both emotionally and financially. Building a healthy portfolio tailored to your risk tolerance appetite. Apart from giving you peace of mind, it enables you to avoid making rash, emotional investment decisions during volatile market conditions. Investor who risk more than they can genuinely tolerate often ends up abandoning their investments at the worst possible time, incurring losses that they could otherwise have avoided by interesting within their risk comfort zone.











Your Age is

Below 30 years
Between 31 to 40 years
Between 41 to 50 years
Above 50 years

Number of dependents

Only You
1 Person in addition to you
2-3 Person in addition to you
4 persons and Above

Are You a

Student
Salaried
Businessman
Homemaker or Retired

How well do you understand financial markets?

Expert
Proficient
Beginner

Are you ready to invest more if your portfolio declines by 10%

Yes
No
Maybe

What is your ideal investment period?

Less than a year
1 - 3 years
3 - 5 years
More than 5 years

While investing in a financial product, you look for

Bonds and FD
Stocks
Mix of Bonds and Stocks with more of Bonds
Mix of Bonds and Stocks with more of Stocks

What is your expected Return on Investment?

10%
11-20%
More than 20%

How stable is your source of income?

Certain (e.g. Govt. Job, Confirmed Long Term Business)
Stable (e.g. Semi Govt. Job, Stable Business, Bluechip large Pvt. Co)
Somewhat stable (e.g. Pvt. Job, Business)
Uncertain (e.g. Trading Business, Temporary Job, Job with volatile Income)

How do you see your position with respect to current Income?

It’s a real worry. Cant keep a side additional money after meeting monthly expenses
It's Fine. My income is enough to meet cost of living & additional expenses
It's bit difficult. I can only save about 10% of my income every month
It's Ok. I save about 20 - 40% of my income every month

Tell Us about your Home Status

We have a own home without loans
We have Home with ongoing Loan
We plan to buy a home & have done partial arrangements
We don’t have own home & we are not plannig for it yet

Do you have any loans?

I have loans
I dont have any loans
I intent to have in future

Are you & your dependents covered by insurance?

Yes
No