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Classification of the Client

Clients are classified only in three categories low risk, medium risk and high risk clients with respective scores i.e. 10-15, 16-25, 26 and more and accordingly product is recommended to them.

Your Name
Phone Number
PAN Number
Date of Birth
Email ID
Service
Questions Weight Allotted / Answer Score
What is your current age?
18 to 30 years old
2
2
31 to 40 years old
1.5
41 to 50 years old
1
51 to 60 years old
0.5
60+
0
Investment Goal
Capital Appreciation
3
3
Regular Income
1
Capital Appreciation and Regular Income
2
Proposed Investment Amount
Capital Appreciation
3
3
Regular Income
1
Capital Appreciation and Regular Income
2
Preferred Investment type
Short term Positional
0.5
0.5
Long term Positional
0
Intraday
1
Gross Annual Income details:-
Below 2 lac,
0.5
0.5
2-5 lac,
1
5-10 lac,
1.5
10-25 lac,
2
> 25 lac
2.5
Sources of Income
A. Primary Source
-
Salary
Salary
Business
B. Secondary Source
Royalties
Rental
Dividend
Dividend
Others
Market Value of portfolio held
<1 lacs
0.5
0.5
1-2 lacs
1
2-5 lacs
1.5
> 5 lacs
2
Investment Experience
< 1 years
0.5
0.5
1-2 Years
1
2-5 years
1.5
>5 years
2
Experience in Market Products For Selection of Product
Commodity
0.5
0.5
Stock
1
Derivatives Stocks
1.5
Forex
2
All
2.5
How many dependents do you financially support ?
None
2
2
Between 1-3
1
4+
0
What is the size of your emergency fund ?
< 1 month income
0
0
do not have
0
1-3 months income
0.5
3-6 months income
1
> 6 months income
1.5
How long do you wish to saty invested in the market ?
0-6 months
1
1
1-3 years
1.5
>3 years
2
What if due to any happening of an event your investment portfolio falls down, what would be your reaction?
Invest more funds to reduce the loss
2
2
Hold the position as it is
1.5
Sell a portion of your investment
1
Sell all the investments
0.5
How well do you understand investing in the markets?
I am a novice and don’t understand the markets at all
0.5
0.5
I have an amateur interest in investing and have invested earlier on my own and I also understand how the markets fluctuate
1.5
I am an experienced investor and have invested in different markets and understand different market strategies
2
How was your experience with investments in past ?
Very Good
2
2
Good
1.5
Moderate
1
Bad
0.5
Very Bad
0
In order to achieve high returns I am willing to choose high risk investments. Direct Questions to ascertain Risk Appetite
Strongly agree
2
2
Agree
1.5
Neutral
1
Disagree
0.5
Strongly disagree
0
When market is not performing well do you prefer to buy risky investments and sell less risky investments? Direct Questions to ascertain Risk Appetite
Strongly prefer
2
2
Prefer
1.5
Indifferent
1
Do not prefer
0.5
Strongly do not prefer
0
Risk Tolerance Direct Questions to ascertain risk appetite
High
2
2
Medium
1
Low
0
What percentage of monthly income is allocated to pay off debt [all EMIs]?
None
2
2
Between 0% -20%
1.5
Between 20% - 35%
1
Between 35% - 50%
0.5
> 50%
0
Occupation (please select the appropriate)
Private sector service, Public sector
-
Government sector, Business
Professional, Agriculturist
Retired, Housewife, Student
Dealer
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 or former MP/MLA/MLC
Connected to Media
Connected to any company/promoter group/ group of companies listed on any stock exchange
Business/Private Job
Total Score

"*Investment Options offered to various categories of investors All the questions which are related to risk profiling have been assigned weight and based on the total score of a client product is recommended using following guideline; however special focus is made on any special requirements discussed with the client. "
Risk Classification Score
Low 15 & below
Medium 16-25
High 26 and more
Declaration *

    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. I understand the risk involved in investing in equities. I will exercise my own independent judgment in subscribing the suitable package/s (if any) as per my Risk Profile Score.

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