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Risk Profile
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Risk Profile
Full Name
Registered Mobile Number
E-mail id
Date of Birth
Source of Income
How many dependents member do you financially support point
Investment Objective
Investment Objective
What Is Your Age Group?
Current Investment Amounts?
Preferred Investment Type?
Short Term Positional
Long Term Positional
Intraday
Gross Annual Income Details
What is your experience with equity investment
Extensive Experience
Moderate Experience
Very Less Experience
No Experience
What is your experience with Commodity investment
Extensive Experience
Moderate Experience
Very Less Experience
No Experience
What is your experience with forex investment
*
Extensive Experience
Moderate Experience
Very Less Experience
No Experience
Investment Goal?
Capital Appreciation
Regular Income
Capital Appreciation and Regular Income
Market Value Of Portfolio Held?
Investment Experience
Experience in market products?
Commodity
Stock
Forex
All
What is the size of your emergency fund?
What is your preference W.R.T securities with low risk,low return, low return over high risk
Strongly prefer
Prefer
Indifferent
Do Not Prefer
Risk Tolerance ratio
High
Medium
Low
What percentage of monthly income is allocated to pay off debt
None
Between 0%-20%
Between 35%-50%
>50%
Occupation
*
Name of Company
Any specific commodities or shares in which you have experience and are willing to trade, if yes name of the securities:
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