Risk Profiling Questionnaire

What is your name? :

What is your email? :

What is your phone no? :

What is your age? :

--None-- 18-32 32-45 45-55 55 & Above

What is your occupation? :

--None-- Businessman / Professional Salaried Housewife Student / Retired Unemployed

Do you have experience prior experience of investing in financial market? :

--None-- No, I don't have any experience. I have heard through my friends and have little knowledge of equity / commodity / forex. I have been trading occasionally in market and know about risk and reward. I am a regular trader and traded in cash and derivative market.

How many years of experience do you have in market? :

--None-- 0-3 months 3 months -24 months 25-60 months 61 months

What is your annual income? :

--None-- 0-180000 180001-400000 400001-1000000 1000001 & above

How much can you invest in market? :

--None-- 0-25000 25001-150000 150001-1000000 1000001 & above

What percentage of your income goes in paying EMI and monthly hoursehold expenses? :

--None-- 30-50% 50-60% 60-70% 70-80% 80 & above

Which of the best describe your current stage of life? :

--None-- - Single with low financial burden. Can invest for long term. - Married and have children in nascent stage. - Married but no children and family planning for next 2-3 years. - Married and have school going children. Want to start to plan for college education expenses coming in next 5-15 years. Matured family and double income. Children are in college. - About to retire in 3-5 years. - Retired.

How long can you stay invested in market? :

--None-- 0 to 1 year 1 year - 2 year 2 year - 3 year 3 years - 5 year 5 year & above

If your investment fell by 20% in volatile market? :

--None-- I will sell off my investment and book losses. I won't care much as my investment is long term and can bear short term risk for future growth. I will invest more to take benefit of low price. Sell a proportion of investment and hold rest. I will wait for some time to see recovery. If it falls. by another 5% then I will exit and deploy in safer asset class.

What is your purpose of investing in financial market? :

--None-- To learn about financial market. To start a side income from market. To grow captial over a longer period of time as per financial plan. To take benefit of rally in market in short term and then exit. Earn high return by taking high risk.

You are on a TV game show and you win Rs 25,000. You have a choice to keep the money or risk it to win a higher amount. What will you do? :

--None-- You are happy with 25000. You have earned and won't play ahead. Risk the Rs 25000 for a probability of 50% to earn Rs 100000. Risk the Rs 25000 for a probability of 35% to earn Rs 3,00,000. Risk the Rs 25000 for a probability of 20% to earn Rs 1000000.

Your present job or business is? :

--None-- Not dependable Relatively secure Secure Doesn't matter as you already have enough wealth Doesn't matter as you can easily find an equally good new job/career