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Risk Profiling

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The risk profiling questionnaire is for your benefit. It is meant to measure your attitude and your capacity towards risk tolerance as well as time horizon in investing. It is also mandatory as per SEBI rules.

The questionnaire is designed to show which type of investment approach may suit you the best and to understand how they can have an impact on your personal circumstances. The questions define your attitude to security and the level of risk you are prepared to accept for your investments.

Risk Profiling Questionnaire

Please answer all the questions by circling one of the options. Choose the option that best indicates how you feel about each question. If none of the options is exactly right for you, choose the option that is closest.


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18 to 30 years old
31 to 40 years old
41 to 50 years old
51 to 60 years old
Above 60 years old

Under INR 4,00,000
INR 4,00,000 to INR 10,00,000
INR 10,00,00 to INR 20,00,000
INR 20,00,000 to INR 40,00,000
Over INR 40,00,000

Under INR 4,00,000
INR 4,00,000 to INR 10,00,000
INR 10,00,00 to INR 40,00,000
INR 40,00,000 to INR 2,00,00,000
Over INR 2,00,00,000

Under INR 4,00,000
INR 4,00,000 to INR 10,00,000
INR 10,00,00 to INR 40,00,000
INR 40,00,000 to INR 2,00,00,000
Over INR 2,00,00,000

I currently have no emergency funds
Less than 3 months
4 to 6 months
7 to 9 months
More than 9 months

Single with few financial burdens. Ready to accumulate wealth for future short term and long term goals.
A couple without children, preparing for the future by establishing a home. Expecting to have or already have a high purchase rate of household and consumer items.
Young family with a home. You have a house loan and childcare cost and maintain only small cash balances.
Mature family. You are in your peak earning years and your house loan is under control. You both work and you may or may not have children that are growing up or have left home. You’re ready to start thinking about your retirement years.
Preparing for retirement. You own your home and have few financial burdens; you want to ensure you can afford a comfortable retirement.
Retired. You rely on existing funds and investments to maintain your life style in retirement. You may already be receiving a Government pension and/or Superannuation pension.

Not familiar at all with investment and feel uncomfortable with the complexity
Not very familiar when it comes to investments.
Some what familiar. I don’t fully understand investments, including the share market
Fairly familiar. I understand the various factors which influence investment performance
Very familiar. I use research and other investment information to make investment decisions. Various factors which influence investment performance

3 years or more
Up to 3 years.
This is my/our first investment.

Savings and fixed deposits
Bonds
Equities
Mutual Funds
Derivatives options, swaps and futures

0 to 10%
11% to 20%
21% to 30%
More than 30%
I currently have no income

In 2 years or less.
Within 3−5 years.
Within 6−10 years.
Not for 10+ years.

Potential return of 6% per annum
Potential return of 10% per annum
Potential return of 12% per annum
Potential return of 15% per annum
potential return of more than 15% per annum

Strongly agree
Agree
Neutral
Disagree
Strongly disagree

Less than 5% per annum
5%-10% per annum
10%-20% per annum
20%-30% per annum
More than 30% per annum

Sell all of the investments. You do not intend to take risk.
Sell a portion of your portfolio to cut your losses and reinvest into more secure investment sectors.
Hold the investment and sell nothing, expecting performance to improve.
Invest more funds to lower your average investment price.

(If you have experienced a fall like this, choose the answer that corresponds to your actual behavior.)


FUND A :- Highest Gain - Rs. 59,300 Highest Loss - Rs. 16,400
FUND B :- Highest Gain - Rs. 1,92,100 Highest Loss - Rs. Rs. 52,000
FUND C :- Highest Gain - Rs. 3,22,900 Highest Loss - Rs. 1,13,900

Capital Preservation
Capital Appreciation
Retirement Planning
Children Education
Future Lifestyle Improvement

Not secure.
Some what secure.
Fairly secure.
Very secure.
I hereby declare that I have read, understood and personally accomplished this entire Risk Profiling Questionnaire and that the answers I have given are accurate and complete. I understand that the results indicated are only a representation of my risk profile. This tool does not provide you with financial advice of any kind about a particular financial product or strategy and is not a substitute for a detailed financial plan. I am aware that investment in equities involves risk. You may review your answers before they are recorded in the system. Once recorded they cannot be changed. This is done to ensure the integrity of the data. You can review your answers by scrolling through the questionnaire. Now is the best time to correct any mistakes or omissions.
I hereby give you consent to see my Risk Profiling for Investment Advising purpose.
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