Risk Profile

Particulars of Client

On the basis of below mentioned evaluation: Mr./Ms

(Name of Client)considered as

Client in

Risk based classification of the services

Product term/Risk classification

The above classification of products is done based on following Segment

RISK ASSESSMENT FORM

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

Commodity
Stock
Derivatives Stocks
Forex
All

What is your experience with equity investments?/For selection of product

Extensive Experience
Moderate Experience
Very Less Experience
No Experience

What is your experience with commodity investments?/For selection of product

Extensive Experience
Moderate Experience
Very Less Experience
No Experience

What is your experience with forex investments?/For selection of product

Extensive Experience
Moderate Experience
Very Less Experience
No Experience

What is your age group?/Weight allotted

Investment goal

Proposed investment amount

Gross annual income detail:-

What is your experience with forex investments?/For selection of product

Primary Source
Salary
Business
Secondary Source
Royalties
Rental
Dividend
Other Specify

other specify :

Investment experience

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)?

What is your experience with forex investments?/For selection of product

Private Sector Service, public sector
Government Sector , business
Professional, agriculturist,
Retired, Housewife, student,
Dealer
Others

Others

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