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Personal Details
Income Details
Liabilities & Investment
Risk Profile Questionaire

Gender:

Male Female

Source Of Income

Annual Income

1-5 L

5-10 L

10-25 L

25-50 L

> 50 L

Household Expense per Annum

1-5 L

5-10 L

10-25 L

25-50 L

> 50 L

Annual Savings

1-5 L

5-10 L

10-25 L

25-50 L

> 50 L

Liabilities (Debts)

Mortgage or loan

Interest rate %

Payment/month

Balance Due

Life and Health Insurance

Name

Type

Benefits Amounts & Limits

Annual Premium

Other Investment Details

Equity Portfolio

Mutual Fund

Bonds

P.P.F./N.S.C

Real Estate

Total Liabilities =

Total Investment =

Risk Profile Questionnaire

Investment Planning

1. Investment Horizon: How many years will you allow investments to grow before significant withdrawals?

2. Retirement: when are you going to retire?

Already Retired

1-5 years to retire

6-9 years to retire

10 years to retire

More than 15 years to retire

3. Investment Planning:

(A). What will be the frequency of your investments?

1-6 Month

every year

1-3 year

Not Decided

(B). Amount to be invested

(C). When do you plan to start withdrawing?

3-5 Years

5-7 Years

7-10 Years

>10 Years

(D). What will be the frequency of your withdrawals after said tenure?

Monthly

Quarterly

Annualy

Partially withdraw on requirement

Fully withdraw

(E). Amount to be withdrawn

Risk & Return

4. Near Future Events:

(A).Beyond your normal contributions & withdrawals, are there any special circumstances/events that might need major withdrawals from your portfolio over the next 3-5 years ?

My entire investment may be required	Significant withdrawal/liquidation expected
Minor/limited withdrawals expected	No withdrawals forseen

(B).Your nearest financial goal ?

<3 Years

4 Years

5 Years

6 Years

7 Years

5. Attitude Towards Risk & Return:

(A). Risk Appetite: How Would you like to define yourself in terms of financial/investment risk appetite?

Conservative

Moderate

Aggressive

(B). Expected Returns: What kind of returns do you expect from your investments?

5-7 % 8-10 % 10-12 % >12-15 %

(C). What kind of draw down(i.e. notional loss in portfolio) are you comfortable with ?

5-10 %

10-20 %

20-30 %

>30 %

(D).What would you like to do if your portfolio is down by 20-30 %?

Will invest more ?

Would like to withdraw ?

Would like to wait and watch till my portfolio value matches investment value ?

Would like to continue till prescribed time frame while investing,(i.e. 3-5 years or more)

(E). What would you like to do if your portfolio generates lesser return (i.e. < 5%) or negative return for 2-3 years?

Will invest more ?

Would like to withdraw ?

Would like to wait and watch till my portfolio value matches investment value ?

Would like to continue till prescribed time frame while investing,(i.e. 3-5 years or more)

Attitude Towards Investments

6. Attitude Towards Investments:

(A). How regularly would you like to check your portfolio ?

Daily

Weekly

Monthly

Quarterly

Annualy

Randomly

7. Asset Class Selection: How would you select the Asset class for Investment ?

Based on past Performance

Based on partner advice

Based on Market sentiments

Based on what your friends and relatives do

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Source Of Income

Annual Income

Household Expense per Annum

Annual Savings

Liabilities (Debts)

Life and Health Insurance

Other Investment Details

Risk Profile Questionnaire

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