Client Risk Profile Questionnaire

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Client Risk Profile Questionnaire

The great long-term financial risk isn't losing your money; its out-living your money - Nick Murray

Email *

Name: *

Mobile

Please Select Your Age Group *

20-30

31-40

41-50

51+

What is Your Employment Status? *

Self-Employed

Employee

Retired

Student

Home Maker

Others

What is the overall time horizon that you have in your mind for your investment? *

Less than 3 to 5 years

More than 5 years

No definable time horizon

What is your Annual Household Income? *

Less than Rs.10 Lacs

Rs.10 Lacs - Rs.20 Lacs

Rs.20Lacs - Rs.50 Lacs

More than Rs.50 Lacs

What is your Liquid Net Worth? *

Your liquid net worth is defined as the sum of (a) your investment assets (including balances with bank and investments but exclude your home and businesses that you own) minus - (b) your total of any loans that you have

Upto Rs. 5 Lacs

Rs. 5 Lacs - Rs. 25 Lacs

Rs. 25 Lacs - Rs. 1 Crore

Rs. 1 Crore and above

Which of the following best describes your attitude towards investment risk? *

Conservative: I do not want to risk any capital or have any negative return, even if it is temporary;

Moderate: Over short-term investment horizon, I can only risk upto 10% of my capital;

Situational: I don't want risk on my short term investments. However, I am willing to take higher risk for my long term investments.

Aggressive: I can risk more than 25% of my capital for potentially higher returns.

What kind of instruments have you invested in before or currently invested in? *

Bank Fixed Deposits/ Bonds / NCDs

Life / Health / General Insurance

Mutual Funds

Equity / PMS / MLDs

Which of the following statement best describes your attitude if there's an erosion of over 20% in capital invested due to unfavourable market movement? *

I will sell the investments immediately.

I will remain invested till the markets turn favourable.

I will invest more during such period.

What would be the risk profile of other family members? *

Should be treated the same as me.

If any different, I will discus with you at the time of investment.

Will be different for every member.

A copy of your responses will be emailed to the address you provided.

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