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On the basis of below mentioned evaluation: Mr./Ms
(Name of Client)considered as
Product term/Risk classification
The above classification of products is done based on following Segment
Would you invest where a small return is earned associated with small risk instead of a high return associated with high risk?/Direct questions to ascertain risk appetite
When market is not performing well would you like to invest in more risky investment instead of less risky investment to earn high return?/Direct questions to ascertain risk appetite
High risk is associated with high return, medium risk is associated with medium returns and low risk is associated with low returns? What risk you can bear (not prefer)?/ Direct questions to ascertain risk appetite
What is the duration of investment you are looking forward to keep invested?
In which of the following market segments have you traded previously?/ For selection of product
What is your experience with equity investments?/For selection of product
What is your experience with commodity investments?/For selection of product
What is your experience with forex investments?/For selection of product
What is your age group?/Weight allotted
Proposed investment amount
Gross annual income detail:-
other specify :
Market value of portfolio held
How many dependents do you financially support?
What is the size of your emergency fund ?
What is your experience with investments in past ?
What percentage of monthly income is allocated to pay off debt (all EMIs)?
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