Risk Profile

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Technical stock risk profiling

Identity details

Name of applicantyour full name
Mobileyour 10 digit mobile no only
Date of Birthyour full name
Favorite Fruitspick one!
Ageyour full name
Addressyour full name

Questions details 

1) What is your Age Group?pick one!
2) What is your Occupation ? (please select the appropriate)pick one!
3) What is your Current Investment Amount ?pick one!
4) What is your Preferred Investment type ?pick one!
5) What is your Gross Annual Income ?pick one!
6) What is your experience with equity investments ?pick one!
7) What is your experience with commodity investments?pick one!
8) What is your experience with Forex investments?pick one!
9) What is your experience with Derivatives Stock investments?pick one!
10) What is your experience with investments in past?pick one!
11) What is your Primary Sources of Income?pick one!
12) What is your Secondary Sources of Income?pick one!
13) What is your investment goal ?pick one!
14) What is your current Market Value of portfolio ?pick one!
15) What is your Investment Experience?pick one!
16) What is the size of your emergency fund?pick one!
17) What is your preference W.R.T securities with low risk, low return over high risk, high return?pick one!
18) When market is not performing well do you prefer to buy risky investments and sell less risky investments?pick one!
19) What is your Risk Tolerance Ratio ?pick one!
20) What percentage of monthly income is allocated to pay off debt [all EMIs] ?pick one!
Note : Clients with Long term Investment goal as investment objectives are not accepted at Technical stock

Dictation Agreement

pick one!
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