Risk Considerations

• Risk Profile Form

  Name of the Applicant: *

  What is your Age Group?Select Age GroupUnder 3535-50Above 50

  Investment Amount:Select Value< 1 lacs1-5 lacs5-10 lacs> 10 lacs

  How well do you understand investing in the markets?

  I am noviceI am basicI am experienced

  What is the duration of investment you are looking forward to keep invested?

  Short term PositionalLong term PositionalIntraday

  What if your investment is down by more than 15%?

  Invest MoreWaitSell

  Gross Annual Income details?Select IncomeBelow Rs 2 Lac2-5 Lac5-10 LacAbove 10 Lac

  Sources of Primary Income?Select Primary Income SourceSalaryBusinessInvestmentOther

  Sources of Secondary Income?Select Secondary Income SourceRoyaltiesRental IncomeOther

  Occupation (please select the appropriate)?Select OccupationPrivate SectorPublic SectorSelf EmployedStudentUnemployed

  What are your Investment Goals?

  Retirement PlanningBuying a HouseChildren's EducationWealth Accumulation

  What are your Current Investments?

  StocksBondsMutual FundsReal Estate

  What is the approximate value of your investment portfolio?

  What is your experience with investments?Select Experience LevelNo ExperienceSome ExperienceSignificant Experience

  What is the size of your emergency fund?

  What is your debt allocation?

  How many dependents do you have?

  What is your risk level?Select Risk LevelConservativeModerateAggressive

  I acknowledge the disclaimer.

  Submit