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Investor Risk Profiling Page
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Name
*
First
Last
Email
*
PAN Number
*
Mandatory for KYC as per SEBI guidelines
Date of Birth
*
In dd-MM-yyyy format. DOB must be same as in PAN
Average Monthly Expenditure (INR)
*
Approximate Monthly Income (INR)
Desired, but not mandatory
Your Present Age
Your Desired Retirement Age
*
Present Value of Retirement Savings
*
Rough estimate of retirement savings & assets as of date, excluding one owned house
Present Value of Borrowings
*
Total debt outstanding if any, including personal loans, credit card debts, home loan, etc.
1. I plan to begin withdrawing money from my investment in:
*
Less than 3 years
3-5 years
6-10 years
11 years or more
2. Once I begin withdrawing funds from my investments, I plan to spend all the funds in:
*
Less than 2 years
2-5 years
6-10 years
11 years or more
3. I would describe my knowledge of investment as:
*
None
Limited
Good
Extensive
4. When I invest my money I am:
*
Mostly concerned about my investment losing value
Equally concerned about my investment losing or gaining value
Most concerned about my investment gaining value
5. Select the investments you currently own:
*
Fixed Deposits and/ or Bonds
Stocks and or Fixed Deposits/Bonds
Alternative Investment Funds / International Securities
6. Consider this scenario: Imagine that in the past 3 months, overall stock market lost 25% of its value. And individual stock investment you own also lost 25% of its value. What would you do?
*
Sell all of my shares
Sell some of my shares
Do nothing
Buy more shares
7. We've outlined the most likely best-case and worst-case annual returns of 5 hypothetical investment plans. Which range of possible outcome is most acceptable to you?
*
Average return 7.2%, best case 16.3%, worst case -5.6%
Average return 9.0%, best case 25.0%, worst case -12.1%
Average return 10.4%, best case 33.6%, worst case -18.2%
Average return 11.7%, best case 42.8%, worst case -24.0%
Average return 12.5%, best case 50.0%, worst case -28.2%
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