RISK PROFILING QUESTIONNAIRE

Client Personal Contact Information-
Q. 1) What is your Age Group?
Under 35   Under 45   46-55   55-60   60+
Q. 2) Investment Goal
Capital Appreciation   Regular Income    Capital Appreciation and Regular Income
Q. 3) Proposed Investment Amount
< 1 lacs    1-2 lacs    2-5 lacs   > 5 lacs  
Q. 4) Preferred Investment type
Short term Positional   Long term Positional   Intraday  
Q. 5) Gross Annual Income details
Below 1 lac   1-5 lac   5-10 lac   10-25 lac   >25 lac
Q. 6) Sources of Income
A. Primary Source Salary    Business  
B. Secondary Source Royalties   Rental   Dividend   Others Specify
Q. 7) Market Value of portfolio held
< 1 lacs   2 lacs   5lacs   > 5 lacs  
Q. 8) Investment Experience
< 3 years   5 years   >5 years  
Q. 9) Experience in market products
Commodity   Stock   Derivatives Stocks   Forex   All
Q. 10) How many dependents do you financially support ?
None   Between 1-3   4+  
Q. 11) What is the size of your emergency fund ?
do not have   < 1 month income   1-3 months income   3-6 months income   > 6 months income
Q. 12) What is your experience with equity investments ?
Extensive experience   Moderate experience   Very less experience   No experience  
Q. 13) What is your experience with Commodity investments ?
Extensive experience   Moderate experience   Very less experience   No experience  
Q. 14) What is your experience with Forex investments ?
Extensive experience   Moderate experience   Very less experience   No experience  
Q. 15) What is your experience with investments in past ?
Very Good   Good   Moderate   Bad   Very Bad
Q. 16) What is your preference w.r.t securities with low risk, low return over high risk,high return ?
Strongly prefer   Prefer   Indifferent   Do not prefer   Strongly do not prefer
Q. 17) When market is not performing well do you prefer to buy risky investments and sell less risky investments ?
Strongly prefer   Prefer   Indifferent   Do not prefer   Strongly do not prefer
Q. 18) Risk Tolerance
High   Medium  
Q. 19) What percentage of monthly income is allocated to pay off debt [all EMIs]?
None   Between 0% -20%   Between 20% - 35%   Between 35% - 50%   > 50%
Q. 20) Occupation (please select the appropriate)
Private sector service   Government sector   Professional   Retired   Student   Public sector   Business    Agriculturist   Housewife   Dealer   Others
Q. 21) Are you any of the following, or are directly or indirectly related to any of the following
Civil Servant   Politician   Current or former head of state   Bureaucrat (Tax authorities, Foreign Services, IAS etc)   Current or former MP/MLA/MLC   Connected to Media   Connected to any company/promoter group/ group of companies listed on any stock exchange   		Any specific commodities or shares in which you have experience and are willing to trade, if yes


I have read and agreed to the terms and conditions of this questionnaire & organization policy.
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