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Financial Freedom & Risk Profiling Questionnaire (Scoring)
Your present job or business is
Less secure/ Not Applicable
Relatively secure
Secure
Doesn’t matter as you can easily find a good new job/ career
Doesn’t matter as you already have enough wealth
Q.1. The number of years you have until retirement is
Less than 5 years/ retired/ not applicable
About 5 - 15 years
About 15 - 25 years
More than 25 years
Q.2. If your current source of income were to stop today, for how long will your present savings support you?
Less than 3 months
3 - 6 months
6 months to 1 year
More than 1 year
You have to financially support
Only myself
Two people including myself
3 - 4 people other than myself
More than 4 people other than myself
Your current annual family* savings (income less expenses) are
Under ₹2,00,000
Between ₹2,00,000 and ₹5,00,000
Between ₹5,00,000 and ₹10,00,000
Over ₹10,00,000
Q.3. Which of these capital markets is the most important to you from an investment perspective
Preserving wealth
Generating regular income to meet current requirements
Balance current income and long-term growth
Long-term growth
Q.4. Which of the following best describes your understanding of the capital markets and investments?
An experienced investor, constantly is updated with the investment market. Have exposure to various asset classes and fully aware of the risks involved to gain high returns
Awareness of the financial market is limited to information passed on by broker or financial planner. Rely on professionals to keep me updated
Little awareness of the investment market. However, want to build my knowledge and understanding
Q.5. Given below is a list of investment options and instruments from least risky to most risky. Which is the riskiest option you are currently invested in?
Savings Account, Fixed Deposit or Money Market Funds
Bonds or Debt Mutual Funds
Equity Mutual Funds
Real Estate Funds/ Commodity linked Products
Equity Shares/ Structured Products
Private Equity/ Venture Capital Funds
Q.6. Your preferred strategy to manage investment risk is
Do not want to reduce it as investment risk leads to higher returns over the long-term
To have a diversified investment portfolio across a range of asset classes to minimise risk
To invest mainly in capital stable investments
Q.7. Over a 3 month period, an investment you owned lost 20% and the overall stock market dipped 20%. With the economic climate ambiguous and market extremely volatile, it could plummet further or bounce right back up, which of the following will be your reaction
Sell all of my investments. (The preservation of capital is extremely important to me and I would rather not take the risk)
Sell some of the investments. (The climate is risky, and I would rather transfer my funds into more secure investments)
Do nothing with the investments. (This was a calculated risk, and I will leave the investments in place, expecting performance to improve)
Buy more of the investments. (I am a long-term investor and consider this sudden market correction as an opportunity to purchase additional shares at a lower cost basis)
Q.8. An investment portfolio with high exposure to growth assets tends to generate higher returns, certainly with some volatility (fluctuations in value). To what extent are you willing to experience shorter-term losses/ volatility to generate higher returns?
Very comfortable, I understand higher returns may come with risk or fluctuation in the short term. However, over the longer time frame, there is a lower risk of capital loss
Somewhat comfortable, assuming there is a limit to the volatility
Little uncomfortable seeing my investments and returns fluctuate
More comfortable with investments that have minimal volatility
Q.9. How would you describe yourself as a risk-taker?
Willing to take risks for higher return
Can take calculated risks
Low risk taking capability
Extremely averse to risk
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