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Advisory Services

Risk Profiling

Risk profiling is a process for estimating financial risk-taking capacity and understanding the (psychological) risk tolerance level of an individual.

We have compiled some questions that will help us to evaluate both the parameters. After submitting the answers, you will get the report via email. The questionnaire takes about 10-15 minutes for completion.

First Name:
Last Name:
Email ID:
Mobile No.:

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.

1. Date of Birth:

2. Your source of income

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

4. Liabilities/Borrowings

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.

6. What kind of investments do you currently own?

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

8. What is your Investment Horizon?

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

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:

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.

You may review your answers before they are recorded in the system. Once recorded they cannot be changed. This is done to ensure the integrity of the data. You can review your answers by scrolling through the questionnaire. Now is the best time to correct any mistakes or omissions.
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