Risk Profile Welcome to your Risk Profile Name Email Number Pan No 1. What is your age group?Under 3536-5556-65Above 65 2. Source of Income ?SalaryHouse Rent IncomeBusiness & ProfessionOther Income 3. What is your annual Income?2-4 lac5-7 lacAbove 7 LacNo experience 4. How secure is your current and future income from sources?Not SecureSomewhat SecureFairly SecureVery Secure 5. How long have you been Investing?0-1 yr2-3 yrsAbove 3 yrs 6. What is Your Preferred Investment Type?Short Term PositionalLong term PositionalIntraday 7. What is Your Investment Amount?Less than 2 lacs2-5 lacs5-10 lacsAbove 10 lacs 8. Investment Goal ?Capital AppreciationRegular IncomeCapital Appreciation and Regular Income 9. What would you do if there is a drop of in value in one of your investments?Book your loss and invest in fixed deposits or bonds.Hold on till the share comes back to your cost price and sell ItDo not bother because you had done enough research on the companyAverage your cost by investing another same amount at a lower price 10. What is your preference low risk, low return or high risk, high return?Low Risk, Low Return.High Risk, High ReturnLow Risk,High Return 11. What is your preferred segment?EquityOptionFutureAll 12. Size of your Emergency Fund?Don’t Have1-3 Month Income3-6 Month Income06-12 Month Income 13. Risk Tolerance Ratio ?HighMediumLow 14. When market is not performing well do you prefer to buy risky investments and sell less risky investments ?Strongly PreferPreferDo not preferStrongly do not prefer 15. Percentage of Monthly Income is allocated to pay off debt [all EMIs]?Between 0%-20%Between 20%-50%Greater than 50%None Time is Up! Time's up
