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

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:

Risk Profile

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