Analyse your risk profile

Name

First

Last

Email

Phone number

1. What is your Investment horizon? How long can you keep your money invested in the market before needing access to it?

Less than 18 Months

18 Months to Less than Five years

Five years to Less than Ten years

Ten years and more

2. The age group you belong to:

60 years & above

30-60 years

Less than 30 years

3. Would you agree that your wealth is a part of your family nest and your individual age will not be relevant:

YES

NO

4. What is the main reason for you investing in the financial markets?

Regular stream of stable income

Supplement future income (pension)

Protect the value of my capital in real terms

Achieve substantial long term capital growth

5. How would you describe your present Income?

Not sufficient to cover my living expenses (I need to supplement my income with returns on my investments)

Sufficient to cover my living expenses ( I am not able to accumulate any saving)

More than sufficient to cover my living expenses ( I am able to save a certain amount every year)

6. For how long have you been investing?

Less than 2 yrs

2-5 yrs

5-10 yrs

More than 10 yrs

7. How would you react if the value of your single investment fell by more than 30% in any year?

I would consider redeeming my investment and convert them to cash.

I would be concerned and consider changing my investment

I would be confident that my investment remains appropriate for my time horizon and would make no changes.

I would consider investing more to take advantage of the lower entry prices.

8. How would you react if the value of your portfolio fell by more than 15% in any year?

I would consider redeeming all my assets and convert the same to cash.

I would be concerned and consider changing my investment strategy.

I would be confident that my strategy remains appropriate for my time horizon and would make no changes.

I would consider investing more to take advantage of the lower entry prices.

9. What is the expected return?

Up to 9%

9% - 12%

12%-15%

More than 15%

10. Investments carrying a higher risk come with a bigger change of achieving higher returns, but also a bigger chance of incurring substantial losses. Each investor has a different appetite for risk. Suppose you had Rs. 1 core to invest, which of the following return scenarios would be most attractive to you?

Between a loss of 2% and gain of 8%

Between a loss of 10% and gain of 25%

Between a loss of 25% and a gain of 50%

11. What proportion of your assets would you wish to invest with us in investments other than risk free deposits?

Less than 25%

Between 25% and 50%

Between 50% and 75%

More than 75%

12. How would a decline in the value of your total investments with us affect you?

I am willing to accept some declines over the course of my investment horizon but I am not comfortable with moderate to extreme drops in the value of my investments

I am willing to accept moderate declines over the course of my investment horizon but I am not comfortable with extreme drops in the value of my investments

I am prepared to have large fluctuation over the course of my investment horizon and take loss in the value of my investments in order to maximize my long term potential returns

Successful Financial Future

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