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Risk Profiling

Find Out Your Risk Number

1. Date of Birth:

2. Your source of income

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

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3. Your current annual take-home income from all sources is:

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.

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4. Liabilities/Borrowings

Nil
INR 1,00,000 to INR 10,00,000
INR 10,00,000 to INR 50,00,000
Above INR 50,00,000

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5. What is the value of your liquid (or investable) assets? This includes cash plus any easily 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.

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What kind of investments do you currently own

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

Mainly money market or fixed-income securities (bank deposits, company deposits, etc.).
Mainly fixed-income securities with some equity securities.
Slightly heavier weighting in equities than fixed-income.
Mainly aggressive equities with some fixed income.

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7. 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.

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8. What is your Investment Horizon?

Below 2 years.
2 year to 3 years.
3 years to 5 years.
More than 5 years.

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9. You invest substantial amount in a stock that goes down by 8% the next day. You.

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 stock comes back to your cost price and sell it.

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10. You have invested in shares that you expect will become multibaggers in 1-2 years. These share prices drop 30% soon after you buy them. You:

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.

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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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.