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Risk Profiling
Email
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Full Name
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Contact Number
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Pan Number
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Marital Status
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Primary Source of Income
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Salary
Business
Pension/PF - Retired
Dependent on other
Secondary Source of Income
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Dividend
Rental
Others
None
Annual Income Range
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Between Rs.2.5 Lakhs to Rs. 5 Lakhs
Between Rs. 5 Lakhs to Rs. 10 Lakhs
Between Rs. 10 Lakhs to Rs. 20 Lakhs
More then Rs. 20 Lakhs
Your Proposed Investment Amount
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Less than 2 Lakhs
2 to 5 Lakhs
5 to 10 lakhs
More than 10 Lakhs
Market Value of portfolio held*
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<1 lacs
1-2 lacs
2-5 lacs
> 5 lacs
Select the investments you currently own
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Equity & Equity Mutual Funds
Debt & Debt Mutual Funds
Other (PMS/AIF/Real Estate) Products
FD & Savings Account
Value of Liabilities/Borrowings as on date
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Below 5 Lakhs
5 to 10 Lakhs
10 to 20 Lakhs
Above 20 Lakhs
Portion of income allocated to paying off debts/EMIs
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Below 15 percent
15 to 30 percent
30 to 50 percent
Above 50 percent
Objective of Investment
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Regular Income Growth
Higher returns on investment with some losses in short term
Long term value creation with chances of higher short-term losses
Capital growth/appreciation consistently with a moderate volatility
What is your Investment Horizon?
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Less than 2 years
2 to 5 years
5 to 10 years
More than 10 years
What if your investment is down by more than 15%
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Invest more
Keep investments as they are
Sell and preserve cash
Wait till the market recovers and then sell
Age Group*
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18 to 30
31 to 45
46 to 60
60+
How many dependents do you financially support ?*
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None
Between 1-3
4+
SCORE
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Scores
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Declaration
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I hereby declare that the above mentioned information provided by me are true and accurate, further the above mentioned information shall be considered as the updated one and be used for analysing my risk capacity and I shall be solely responsible for it in case any discrepancy arises.
Terms & Conditions
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I accept all Terms & Conditions of financialindependence.co.in/terms-conditions/
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