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Risk Assessment Form

Personal Information

Under 35
Under 45
46-55
55-60
60+
Married
Unmarried
Private Job
Public
Government Job
Business
Student
Housewife
Professional
Retired
Self Employed
Others
None

Sources of Income

Salary
Business
Self Employed
Royalties
Rental
Dividend
None

Others Specify

Capital Appreciation
Regular Income
Capital Appreciation and Regular Income
Short term Positional
Long term Positional
Intraday

Risk Assessment Questionnaire

Below 1 lac (1 Point)
1-5 Lac (3 Points)
5-10 lac (5 Points)
10-25 lac (7 Points)
>25 lac (9 Points)
<1 lacs (1 Point)
1-2 lacs (3 Points)
2-5 lacs (5 Points)
>5 lacs (7 Points)
<1 years (3 Points)
<3 years (5 Points)
3-5 years (7 Points)
>5 years (9 Points)
None (1 Point)
None (7 Points)
Only 1 (5 Points)
Between 1-3 (3 Points)
4+ (1 Point)
do not have (1 Point)
less 1 month income (3 Points)
1-3 months income (5 Points)
3-6 months income (7 Points)
6 months income (9 Points)
Very Good (9 Points)
Good (7 Points)
Moderate (5 Points)
Bad (3 Points)
Very Bad (1 Point)
Strongly prefer (1 Point)
Prefer (3 Points)
Indifferent (5 Points)
Do not prefer (7 Points)
Strongly do not prefer (9 Points)
Strongly prefer (9 Points)
Prefer (7 Points)
Indifferent (5 Points)
Do not prefer (3 Points)
Strongly do not prefer (1 Point)
High (5 Points)
Medium (3 Points)
Low (1 Point)
None (7 Points)
Between 20% -35% (5 Points)
Between 35% - 45% (3 Points)
> 50% (1 Point)
To grow aggressively (9 Points)
To grow significantly (7 Points)
To grow moderately (5 Points)
To grow with caution (3 Points)
To avoid losing money (1 Point)
0-6 Months (1 Point)
7-12 Months (3 Points)
13 - 24Months (5 Points)
24 Months (7 Points)
Not Secure (1 Point)
Somewhat Secure (3 Points)
Fairly Secure (5 Points)
Very Secure (7 Points)
Not familiar at all With Investment and feel uncomfortable wrth Complexity (1 Point)
Somewhat familiar. I don't fully understand Investments (3 Points)
Fairly Familiar. I understand the various factors which influence investment performance (5 Points)
Very Familiar. I Use Research to make investment decrsion. I understand va nous factors which Influence investment performance (7 Points)
Average your cost by investing another Rs 1,00,000 at a lower price (7 Points)
Do not bother because you had done enough research on the company (5 Points)
Book your loss and invest in fixed deposrts or bonds. (1 Points)
Hold on till the share comes back to your cost price and sell It (3 Points)
Reckless ( I don't mind If I lose money ) (7 Points)
Willing to take evaluated risks (I can't tolerate a some loss) (5 Points)
Low risk talking capability. (I'd have a hard time tolerating any losses) (3 Points)
Extremely averse to risk. (I need to see at least some return) (1 Point)
I do not have (1 Point)
I do not have but I can manage (3 Points)
I am Maintaining emergencyfundconditon (5 Points)
About manage to make ends meet; no monthly savings (1 Point)
PF and other employment benefits are my only source of savings. (3 Points)
Put aside at least 10% of my take - home salary every month in savings (5 Points)
Have more than 30% of my take - home salary every month (7 Points)
Income from my wealth more than adequately provides for my cost of living (9 Points)
Your Total Score :-

Note : The maximum total is 147, if client scores less than 49 he is a low risk appetite client, if client scores between 50-98, he is a medium risk appetite client and if client scores above 99 he is high risk appetite client.

Awards & Achievements

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