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Risk Profile

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01) Full Name :

02) What is your Age Group? :

03) Current Investment Amount? :

04) Preferred Investment type? :

Short term PositionalLong term PositionalIntraday

05) Gross Annual Income details? :

06) What is your experience with equity investments? :

Extensive experienceModerate experienceVery less experienceNo experience

07) What is your experience with Commodity investments? :

Extensive experienceModerate experienceVery less experienceNo experience

08) What is your experience with Forex investments? :

Extensive experienceModerate experienceVery less experienceNo experience

09) What is your experience with investments in past? :

Very GoodGoodModerateGoodBadVery Bad

10) Sources of Income? :

11) Investment Goal? :

Capital AppreciationRegular IncomeCapital Appreciation and Regular Income

12) Market Value of portfolio held? :

13) Investment Experience? :

14) Experience in market products? :

CommodityStockDerivativesStocksForexAll

15) What is the size of your emergency fund? :

16) When market is not performing well do you prefer to buy risky investments and sell less risky investments? :

Strongly preferPreferIndifferentDo not preferStrongly do not prefer

17) Risk Tolerance Ratio? :

HighMediumLow

18) What percentage of monthly income is allocated to pay off debt [all EMIs]? :

19) Occupation (please select the appropriate)? :

20) Are you any of the following, or are directly or indirectly related to any of the following? :

Name Of Company :

Any specific commodities or shares in which you have experience and are willing to trade, if yes Name of the securities :

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