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Risk Assessment Form

Personal Information

Under 35
Under 45
46-55
55-60
60+
Married
Unmarried
Private Job
Government Job
Business
None

Sources of Income

Salary
Business
Royalties
Rental
Dividend
Others Specify
Capital Appreciation
Regular Income
Capital Appreciation and Regular Income
Short term Positional
Long term Positional
Intraday

Risk Assessment Questionnaire

Below 1 lac
2 lac
5-10 lac
10-25 lac
>25 lac
<1 lacs
1-2 lacs
2-5 lacs
>5 lacs
<1 years
<3 years
3-5 years
>5 years
None
None
Only 1
Between 1-3
4+
do not have
less 1 month income
1-3 months income
3-6 months income
6 months income
Very Good
Good
Moderate
Bad
Very Bad
Strongly prefer
Prefer
Indifferent
Do not prefer
Strongly do not prefer
Strongly prefer
Prefer
Indifferent
Do not prefer
Strongly do not prefer
High
Medium
Low
None
Between 20% -35%
Between 35% - 45%
> 50%
To grow aggressively
To grow significantly
To grow moderately
To grow with caution
To avoid losing money
0-6 Months
7-12 Months
13 - 24Months
24 Months
Not Secure
Somewhat Secure
Fairly Secure
Very Secure
Not familiar at all With Investment and feel uncomfortable wrth Complexity
Somewhat familiar. I don't fully understand Investments
Fairly Familiar. I understand the various factors which influence investment performance
Very Familiar. I Use Research to make investment decrsion. I understand va nous factors which Influence investment performance
Average your cost by investing another Rs 1,00,000 at a lower price
Do not bother because you had done enough research on the company
Book your loss and invest in fixed deposrts or bonds.
Hold on till the share comes back to your cost price and sell It
Reckless ( I don't mind If I lose money )
Willing to take evaluated risks (I can't tolerate a some loss)
Low risk talking capability. (I'd have a hard time tolerating any losses)
Extremely averse to risk. (I need to see at least some return)
I do not have
I do not have but I can manage
I am Maintaining emergencyfundconditon
About manage to make ends meet; no monthly savings
PF and other employment benefits are my only source of savings.
Put aside at least 10% of my take - home salary every month in savings
Have more than 30% of my take - home salary every month
Income from my wealth more than adequately provides for my cost of living

Your Total Score :-

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