Risk Profile

Risk Questionnaire

1. What is your current age?

Above 75

60-75

45-60

30-45

Under 30

2. How many people depend on you financially?

4 OR More

3. What is the status of your accommodation?

Not sure currently, will plan to invest in house later on

I live in Rented /Company /with parents & will eventually plan to buy house

I own a house, but plan to invest in bigger or second house

I live in Rented /Company /with parents but don’t have any plan to buy house

I own a house, but don’t have any plan to invest in new house

4. Your current annual take-home income?

Upto 25,00,000

Between 25,00,000 and 50,00,000

Between 50,00,000 and 1,00,00,000

Between 1,00,00,000 and 2,00,00,000

Above 2,00,00,000

5. How many years left to your retirement?

Currently retired

Less than 5 yrs

05 to 10 yrs

10 to 20 yrs

Above 20 yrs

6. Your investment horizon will broadly be in range of?

< 3 yrs

3 to 5 yrs

5 to 7 yrs

7 to 10 yrs

> 10 yrs

7. Any financial goal that you have in coming 3 to 5 yrs?

Two OR more from below mentioned goals

Retirement plan

Children higher education abroad / Marriage

Purchase of 2nd home

Foreign vacation

8. What is your expected rate of return (post tax) from your investments?

Potential return of 6% -7% per annum

Potential return of 7% -8% per annum

Potential return of 8% -10% per annum

Potential return of 10% -12% per annum

Potential return of 12% -14% per annum

9. When would you start to worry about your investments if portfolio value falls?

Less than 5%

5% -10%

10%-20%

20% -30%

More than 30%

10. The maximum surplus in your current portfolio is parked into?

Government bonds /AAA

Saving and fixed deposits

Other debt investments such as (Debt mf)

Real estate

Equities (MF, PMS etc )

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