Risk Questionnaire
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My Age
40-50 Years
50-65 Years
Above 65 years
18-30 years
30-40 Years
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What are the financial goals and period
> 20 years
>15 years but <20 years
>10 years but <15 years
>5 years but <10 years
< 5 years
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%age of your liquid net worth to total assets you would like to invest
Less than 25%
25% to 50%
50% to 75%
Greater than 75%
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How much of your earning from this investment you would prefer to cover your current year spending?
Less than 25%
25% to 50%
50% to 75%
Greater than 75%
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How many dependants do you have?
None or 1 person
2 persons
3 persons
4 persons
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Income objective - Do you prefer
100% capital protection
Defensive but slight risk averse
Income oriented
Growth oriented
High growth oriented
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In case of market fluctuations, what describes you the best
Very conservative
Conservative
Moderate
Aggressive
Very aggressive
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How good is your knowledge and experience on equities and mutual funds
No knowledge
Limited
Moderate
Broad understanding
Extensive
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Which investments have you invested before?
Savings bank, fixed deposits, corporate deposits
Bank deposits, Bonds, Fixed Income
More in deposits and less in equities/mutual funds
Less in Deposits and more in Mutual Funds
Less in Deposits and more in Equities
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Your investment in equity has dropped by 20%, what would you do
Sell all shares and invest in Fixed deposits
Sell 50% of all shares and invest in Fixed deposits
Sell upto 50% of all shares and invest in Mutual Funds
Remain Status quo. No action required
Buy more equities
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