Financial Risk Management Advice | Risk Profiling Picks

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1. Date of Birth:

2. Please select the source of income:

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

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3. What is your annual income range?

Below Rs. 5 Lakhs
Between Rs. 5 Lakhs to Rs. 10 Lakhs
Between Rs. 10 Lakhs to Rs. 20 Lakhs
Above Rs. 20 Lakhs

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4. Any outstanding loans like personal, home loan etc.?

None
Rs. 1 Lakh to 10 Lakhs
Rs. 10 Lakhs to Rs. 50 Lakhs
Above Rs. 50 Lakhs

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What is the value of your liquid or investable assets

5. What is the value of your liquid (investable) assets?

Less than Rs. 5 Lakhs
Between Rs. 5 Lakhs to Rs. 10 Lakhs
Between Rs. 10 Lakhs to Rs. 50 Lakhs
Above Rs. 50 Lakhs

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What kind of investments do you currently own

6. What kind of financial investments do you currently own?

Bank Savings, Fixed Deposits and Gold
Mainly Fixed Deposits with some Equities / Equity Mutual Funds
Slightly heavier weighting in Equities / Equity Mutual Funds than Fixed Deposits
Equities and Equity Mutual Funds

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7. What do you want this investment portfolio to do?

Provide appreciation of capital in short term and okay with slight losses
Provide higher returns on investment and okay with slight losses in short term
Provide long term wealth creation with chances of higher short-term loss
Provide capital growth consistently and okay with a moderate volatility

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8. What is your Investment Horizon?

Less than 2 years
2 to 3 years
3 to 5 years
More than 5 years

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You invest substantial amount in a stock

9. If you lose 8% of your invested value one month after investment, you will

Invest more
Keep investments as they are
Sell and preserve cash
Wait till the market recovers and then sell

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10. You have invested in a share that you expect will become Multibagger in 1 – 2 years. The share price dropped to 30% in few months, you will

Book your loss and invest in Fixed Deposit
Average your cost by investing more at a lower price
Do not bother because you have done enough research on the company
Wait till the stock shows a sign of recovery and then invest more

I hereby declare that I have read, understood and personally accomplished this entire Risk Profiling Questionnaire and that the answers I have given are accurate. I understand the risk involved in investing in equities. I will exercise my own independent judgment in subscribing the suitable package/s (if any) as per my Risk Profile Score.

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Risk Profiling

Find Out Your Risk Number

1. Date of Birth:

2. Please select the source of income:

3. What is your annual income range?

4. Any outstanding loans like personal, home loan etc.?

5. What is the value of your liquid (investable) assets?

6. What kind of financial investments do you currently own?

7. What do you want this investment portfolio to do?

8. What is your Investment Horizon?

9. If you lose 8% of your invested value one month after investment, you will

10. You have invested in a share that you expect will become Multibagger in 1 – 2 years. The share price dropped to 30% in few months, you will

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