Risk Profile May 6, 2018by webmaster Risk Profile Home Risk Profile Share Name * Mobile * PAN No. * Service * ---- Select Service ----Stock Cash BasicPremium CashSpecial Stock CashMomentum CashPositional CashBasic Stock FuturesPremium Stock FuturesSpecial Stock FuturesMomentum Stock FuturesBTST/STBTBasic Stock OptionsPremium Stock OptionsSpecial Stock OptionsIndex FutureBasic INDEX OptionsBase MetalsBullion & EnergyMCX ComboSpecial MCXPoint PlanIndex Point PlanCommodity Point Plan Email* Date of Birth * Gross Investment Amount Less than 2 lakh2-5 lakhMore than 5 lakh Gross Annual Income Less than 2 lakh2-5 lakhMore than 5 lakh Duration of Service * Part-I Time Horizon & Investment Objective 1. What is your Age Group ? * Under 3030-4040-5050-6060+ 2. Employment Status (please select the appropriate) * Private Sector EmployeeGovernment/PSU EmployeeServices provider/ Own-BusinessStudent/House wife 3. How far in to the future is your investment objective? * Less than 1 YearBetween 1 and 3 YearsBetween 3 and 5 YearsGreater than 5 Years 4. What is your investment objectives and Goal? * I want some risk free incomeI want my capital appreciationI want Wealth creation with regular incomeI seek high return from the market Part-II Investment Experience 5. Which best describe your situation: * I have no previous investment experienceI have no interest in investment and I have always paid someone else to manage my financial affairs for meI understand the principal of investment well but cannot afford the time needed to manage my own affairs effectivelyI have a very proactive interest in managing my own financial affairs 6. How would you describe your investment knowledge/intelligence? * PoorFairGoodExcellent 7. How long you been actively investing on your own behalf: * I have not previously managed any of my own investmentLess than 2 yearsGreater than 5 YearsGreater than 10 Years 8. How secure is your current and future income from sources such as salary, pension or other investments? * Not secureSomewhat secureFairly secureVery secure 9. How would you describe your investment performance? * NegativeBelow averageAverageAbove average Part-III Risk capacity or tolerance 10. As a proportion of your overall investment ‘pot’ how much does this intended investment represent? * Less than 15%Between 15 and 30%Between 30 and 45%Greater than 45% 11. According to you risk is: * DangerGambleSpeculationOpportunity 12. Which of the following average annual return range from a portfolio of investments would you be most comfortable with (initial value of portfolio Rs. 200,000.00) * Investment Portfolio- AInvestment Portfolio- BInvestment Portfolio- CInvestment Portfolio- D Investment Portfolio A B C D Highest Gain 30,000 41,000 53,200 62,600 Highest Loss -4,800 -12,800 -22,000 -29,200 13. If you experienced a loss of 15% of your investment would you * Sell immediately and steer clear of investment with any risk to capital in the futureSell if you suffered a further 10% loss and look to buy in cheaperHold on to your investment regardless of short-term fluctuation as you are invested for a long-term objective 14. If the value of your Investment fell to Rs. 200,000 over the next 12 months, would you (if your portfolio has expected a drop like, choose the answer that corresponds to your actual behaviour?) * Sell all of the remaining investmentSell a portion of the remaining investmentHold your investment and sell nothing, expecting conditions to improve.Investment more funds. Your Total Score Profile Asset Allocation 22 Balanced 40% Equity – 60 % Debt DECLARATION OF CLIENT I/WE hereby acknowledge that the above investment risk stance is consistent with my investment risk requirements and profit. I/We also acknowledge that I/We am/are understand above the risk factor which are included in market. I/WE have had the concept of investment risk explained to me/us and am/are happy to proceed on this basis.