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Name *

First

Last

Mobile Number *

Alternate Number

Email *

Occupation *

Capital for Trading *

Trading Strategy *

Intraday
BTST/STBT
Mid-Term-Trading
Long-Term-Trading

Trading Experience *

Beginner
1 - 2 year
2 - 3 year
More than 3 year

Segment you trade in

Equity Cash
Stock Future
Stock Option
BankNifty/Nifty Option

Appropriate time to call *

9 am - 12 pm
12 pm - 2 pm
3:30 pm - 5 pm
5 pm - 8 pm
Anytime

Risk Profile Form

Name *

First

Last

Mobile Number *

Alternate Number *

Pan Number *

Aadhar Number *

Email *

Investment *

Address *

City *

Date of Birth

In Which Segment Do you trade in ? *

Equity
Stock Derrivatives
Index Derivatives
Commodity
Forex
All

In which of the following market segments have you traded previously? *

Equity
Stock Derrivatives
Index Derivatives
Commodity
Forex
All

Would you invest where as small return is earned associated with small risk instead of a high return associated with high risk? *

( 1 Marks )Strongly prefer
( 2 Marks )Prefer
( 3 Marks )Indifferent
( 4Marks )Do not prefer
( 5 Marks )Strongly do not prefer

When market is not performing well would you likely to invest in more risky investment instead of less risky investment to earn high return? *

( 5 Marks )Strongly prefer
( 4 Marks )Prefer
( 3 Marks )Indifferent
( 2 Marks )Do not prefer
( 1 Marks )Strongly do not prefer

Highly risk is associated with high return, medium risk is associated with medium return and low risk is associated with low return? What risks can you bear (not Prefer)? *

( 5 Marks ) High
( 3 Marks )Medium

What is the duration of investment you are looking forward to keep invested? *

( 20 Marks ) Intraday
( 5 Marks )Short term positional (from 1 month to 3 months)
( 3 Marks ) Mid term positional (from 6 months to 12 months)
( 1 Marks )Long term positional (more than 1 year)

What is your experience with equity investment? *

( 5 Marks ) Extensive experience
( 4 Marks ) Moderate experience
( 2 Marks ) Very less experience
( 0 Marks ) No experience

What is your experience with Commodity investment? *

( 5 Marks ) Extensive experience
( 4 Marks ) Moderate experience
( 2 Marks ) Very less experience
( 0 Marks ) No experience

What is your experience with forex investment? *

( 5 Marks ) Extensive experience
( 4 Marks ) Moderate experience
( 2 Marks ) Very less experience
( 0 Marks ) No experience

What is your age group? *

( 5 Marks ) Under 35
( 4 Marks ) Under 45
( 3 Marks ) 46-55
( 2 Marks ) 55-60
( 1 Marks ) 60+

What is your Investment Goal ? *

( 3 Marks ) Capital Appreciation
( 1 Marks ) Regular income
( 5 Marks ) Capital Appreciation and regular income

What is your Investment Amount ? *

( 1 Marks ) Less then 1 Lac
( 3 Marks ) 1 - 2 lac
( 4 Marks ) 2- 5 Lac
( 5 Marks ) more then 5 Lac

What is your Gross annual Income ? *

( 1 Marks ) Less then 1 Lac
( 2 Marks ) 1 - 5 lac
( 3 Marks ) 5 - 10 lac
( 4 Marks ) 10-25 Lac
( 5 Marks ) more then 25 Lac

What is your Primary Source of Income? *

( 3 Marks ) Salary
( 5 Marks ) Business

What is your secondary Source of Income? *

( 3 Marks ) Royalties
( 5 Marks ) Rental
( 3 Marks ) Dividend
( 3 Marks ) Others specify

What is your Market Value Of Portfolio held ? *

( 1 Marks ) Less then 1 Lac
( 3 Marks ) 1 - 2 lac
( 4 Marks ) 2- 5 Lac
( 5 Marks ) more then 5 Lac

What is your Investment Experience ? *

( 1 Marks ) Less then 3 Lac
( 3 Marks ) 3- 5 Years
( 5 Marks ) more then 5 Years

How many dependants do you financially support? *

( 1 Marks ) 4+
( 3 Marks ) 1-3
( 5 Marks ) None

What is the size of your emergency fund? *

( 1 Marks ) do not have
( 2 Marks ) less then 1 month
( 3 Marks ) between 1-3 months
( 4 Marks ) between 3- 6 months
(5 Marks)more then 6 months

What is your experience with investments in past? *

( 5 Marks ) very good
( 4 Marks ) good
( 3 Marks ) moderate
( 2 Marks ) bad
( 1 Marks ) very bad

What percentage of monthly income is allocated to pay off debt [all EMIs]? *

( 5 Marks ) none
( 4 Marks ) between 0% - 20%
( 3 Marks )between 2- 5 Lac
( 2 Marks ) between 35% -50%
( 1 Marks ) less then 50%

What is your Occupation? *

( 1 Marks ) Agriculturist
( 3 Marks ) Retire, Housewife,Student
( 4 Marks ) Private sector service, public sector
( 5 Marks ) Government sector,
( 5 Marks ) Professional, business
( 3 Marks ) Others

Are you any of the following, or are directly or indirectly related to any of the following *

civil servant
politician
current or former head of state
Bureaucrat(Tax authorities,Foreign Services,IAS etc..)
CURRENT OF FORMER MP/MLA/MLC.
Connected to Media
Connected to any company/ promoter group/group of companies listed on any stock exchange.
None

Table of Risk Classification
S. No. Score Range Risk Appetite
* 1-15 Low risk Appetite
* 16-30 Low to Moderate Risk Appetite
* 30-45 Moderate Risk Appetite
* 46-50 Moderate to High Risk Appetite
* Above 60 High Risk Appetite
Low risk appetite client will not be offered any services.