Free Risk Profile

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SEBI Registration No- INA000004559 : Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

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Client will be classified as low risk appetite medium risk appetite and high risk appetite based on the score obtained by answering the following questionnaire. Once, the score is obtained client will be offered services which suits his/her risk appetite. The classification of the services is also mentioned bellow.

Your Name :-

Mobile No:-

Email ID :-

PAN No:-

Date Of Birth:-

1.What is your preference W.R.T securities with low risk, low return over high risk, high return?

2.When market is not performing well would you like to invest in more risky investment instead of less risky investment to earn high return?

3. High risk is associated with high return, Medium risk Is associated with medium returns and low risk is associated with low returns? What risk can you bear (not prefer)?

4. What is the duration of investment you are looking forward to keep invested?

5. In which of the following market segments have you traded previously?

6.What is your experience with equity investments?

7.What is your experience with Commodity investments?

8.What is your experience with Forex investments?

9.What is your Age Group?

10.Investment Goal

11.Proposed Investment Amount

12.Gross Annual Income details:-

13.Sources of Income

A. Primary Source
B. Secondary Source

14.Market Value of portfolio held

15. Investment Experience

16.How many dependents do you financially support ?

17. What is the size of your emergency fund?

18. What is your experience with investments in past?

19. What percentage of monthly income is allocated to pay off debt [all EMIs]?

20. Occupation (please select the appropriate)

21. Are you any of the following, or are directly or indirectly related to any of the


Risk Appetite

Confirmation Code * :

Your Total Score

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