Financial Risk Management Advice | Risk Profiling Picks

Research Analyst - SEBI registration no. INH000007669
| Investment Adviser - SEBI registration no. INA000011644

+91 22 6639 3000 | research@stockaxis.com

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Risk Profiling

Find Out Your Risk Number

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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NIFTY 10,891.60 -1.64% SENSEX 36,939.60 -1.77% BANKNIFTY 21,072.10 -2.62% ADANIPORTS 311.35 -1.22% ASIANPAINT 1,705.50 -0.58% AXISBANK 417.35 -3.31% BAJAJ-AUTO 2,917.45 -2.91% BAJAJFINSV 6,103.15 -1.66% BAJFINANCE 3,174.50 -2.36% BHARTIARTL 547.35 -1.35% BPCL 417.80 0.97% BRITANNIA 3,776.20 -1.24% CIPLA 710.40 -1.35% COALINDIA 128.40 -0.66% DRREDDY 4,527.45 0.14% EICHERMOT 20,782.15 0.70% GAIL 94.10 -2.64% GRASIM 633.50 0.07% HCLTECH 705.95 0.11% HDFC 1,739.80 -2.37% HDFCBANK 1,002.00 -2.98% HEROMOTOCO 2,631.30 -1.69% HINDALCO 161.35 -1.07% HINDUNILVR 2,204.50 -0.24% IBULHSGFIN 182.60 -3.89% ICICIBANK 343.25 -1.02% INDUSINDBK 503.05 -3.95% INFRATEL 189.20 -1.51% INFY 956.90 -0.94% IOC 86.20 -2.54% ITC 192.60 -0.80% JSWSTEEL 220.55 0.14% KOTAKBANK 1,308.55 -4.19% LT 915.90 0.27% M&M 597.15 -1.53% MARUTI 6,165.20 -1.56% NTPC 85.60 -1.61% ONGC 75.90 -3.07% POWERGRID 178.55 0.14% RELIANCE 2,009.00 -2.81% SBIN 192.25 0.42% SUNPHARMA 519.40 -2.31% TATAMOTORS 113.05 8.03% TATASTEEL 373.50 1.97% TCS 2,254.15 -1.19% TECHM 673.60 -1.18% TITAN 1,077.35 3.27% ULTRACEMCO 4,045.55 -1.74% UPL 452.15 -5.44% VEDL 115.30 1.32% WIPRO 281.55 0.21% YESBANK 12.00 0.42% ZEEL 134.95 -2.74%

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Registered Research Analyst (INH000007669)

Registered Investment Adviser (INA000011644)

Opulent Investment Adviser Private Limited. 113/114, Bajaj Bhavan, Nariman Point, Mumbai – 400 021
Telephone: +91 22 6639 3000 | Email: research@stockaxis.com | GSTIN : 27AACCO0257G1ZN | © Copyright 2018 StockAxis.com, All Rights Reserved.

Investment in equities is subject to market risks. Notwithstanding all the efforts to do best research, clients should understand that investing in equities, involves a risk of loss of both income and principal. Please ensure that you understand fully the risks involved in investment in equities.