SEBI Regn. No. -INA000002868


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Risk Tolerance

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Tolerance for risk is a key consideration in determining your probable level of comfort with
varying investing choices.

(1)What is your current age?
 Less than 25 25-45 45-55 45-55 55-60 60+
(2)Goal and Expectations
 Capital Appreciation Regular Income Capital Appreciation and Regular Income If any other specific goal please specify

goal (required)

(3)Proposed Investment Amount
 < 1 lacs 1-3 lacs 3-5 lacs > 5 lacs
(4)Preferred Investment time horizon
 Less than one year 1 year to 3 years More than 3 years
(5)Short term Risk Attitudes

(a)Which of these statements would best describe your attitudes about the next three years performance of this investment?

 I don't mind if I lose money I can tolerate a loss I'd have a hard time tolerating any loss I need to see at least a little return

(b)Which of these statements would best describe your attitudes aboutthe next three months performance of this investment?

 Who cares? One calendar quarter means nothing. I wouldn't worry about losses in that time frame If I suffered a loss of greater than 10%, I'd get concerned I can only tolerate small short-term losses I'd have a hard time accepting any losses

(6)Annual Income details:-
 Below 3 lac, 3-5 lac, 5-10 lac, 10-15 lac, >15 lac
(7)What is your sources of Income
A. Primary Source
 Salary Business
B. Secondary Source
 Royalties Rental Dividend

Others Specify

(8) Please tick your Occupation
 Private sector service Government sector Professional Retired Student Public sector Business Agricultural Housewife

Any other please specify

(9)How many dependents do you financially support?
 None Between 1-3 3+
(10)What is the size of your emergency fund?
 < 1 month income 1-3 months income 3-6 months income > 6 months income
(11)Approx Value of assets held like property, FD, Shares, Mutual Fund etc.
 Below 10 lac, 10-20 lac, 20-30 lac, 30-50 lac, >50 lac
(12)Market Value of portfolio held
 <3 lacs 3-5 lacs 5-10 lacs > 10 lacs

(13)Please list your major financial obligations and planned expenditures.

Present (within the next 2 years)

major (required)

Future (required)

(14)What percentage of Annual income is allocated to pay off debt [all EMIs]?
 None Less than 20% 20% - 30% 30% - 50% > 50%
(15)Investment Experience
 < 1 years 1-3 years >3 years
(16)Experience in market products
 Commodity Stock Derivatives Stocks None of the above
(17)What is your experience with equity investments?
 Extensive Moderate Very less No experience
(18)What is your experience with Commodity investments?
 Extensive Moderate Very less No experience


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