[] 1 Step 1 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! AppleOrangeWatermelon Ageyour full name Emaila valid email Addressyour full name Questions details 1) What is your Age Group?pick one! (A) 60+(B) 55‐60(C) 46-55(D) 36‐45(E) Under 35 2) What is your Occupation ? (please select the appropriate)pick one! (A) Others(B) Student,Housewife(C) Retired,Agriculturist(D) Private sector Service(E) Professional,Business(F) Government sector,Public sector 3) What is your Current Investment Amount ?pick one! (A) <1 lac(B) 1‐2 lacs(C) 2‐5 lacs(D) > 5 lacs 4) What is your Preferred Investment type ?pick one! (A) Intraday(B) Short term Positional(C) Long term Positional 5) What is your Gross Annual Income ?pick one! (A) Below 1 lacs(B) 1‐5 lacs(C) 5‐10 lacs(D) 10‐25 lacs(E) >25 lacs 6) What is your experience with equity investments ?pick one! (A) No experience(B) Very less experience(C) Moderate experience(D) Extensive experience 7) What is your experience with commodity investments?pick one! (A) No experience(B) Very less experience(C) Moderate experience(D) Extensive experience 8) What is your experience with Forex investments?pick one! (A) No experience(B) Very less experience(C) Moderate experience(D) Extensive experience 9) What is your experience with Derivatives Stock investments?pick one! (A) No experience(B) Very less experience(C) Moderate experience(D) Extensive experience 10) What is your experience with investments in past?pick one! (A) Very Bad(B) Bad(C) Moderate(D) Good(E) Very Good 11) What is your Primary Sources of Income?pick one! (A) From Others Sources(B) Capital Gains Income(C) House Rent Income(D) Business & Profession(E) Salary 12) What is your Secondary Sources of Income?pick one! (A) Others(B) Dividend(C) Rental(D) Royalties 13) What is your investment goal ?pick one! (A) Regular Income(B) Capital Appreciation(C) Capital Appreciation and Regular Income 14) What is your current Market Value of portfolio ?pick one! (A) <1 lacs(B) 1-2 lacs(C) 2-5 lacs(D) 5 lacs 15) What is your Investment Experience?pick one! (A) < 2 years(B) 2-5 years(C) >5 years 16) What is the size of your emergency fund?pick one! (A) Do not have(B) < 1 month income(C) 1-3 months income(D) 3-6 months income(E) > 6 months income 17) What is your preference W.R.T securities with low risk, low return over high risk, high return?pick one! (A) Strongly prefer(B) Prefer(C) Indifferent(D) Do not prefer(E) Strongly do not prefer 18) When market is not performing well do you prefer to buy risky investments and sell less risky investments?pick one! (A) Strongly do not prefer(B) Do not Prefer(C) Indifferent(D) Prefer(E) Strongly prefer 19) What is your Risk Tolerance Ratio ?pick one! (A) Low(B) Medium(C) High 20) What percentage of monthly income is allocated to pay off debt [all EMIs] ?pick one! (A) > 50%(B) Between 35% - 50%(C) Between 20% - 35%(D) Between 0% -20%(E) None Note : Clients with Long term Investment goal as investment objectives are not accepted at Technical stock Dictation Agreement pick one! Risk profiling of client helps us to give suitable advise on investment however Investing involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress.Nothing contained herein should be construed as a warranty and guarantee of investment results. All risks, losses and costs associated with investing, including total loss of principal principal, are your responsibility responsibility. It is possible possible that Technical Stock may , have a position position in stocks or funds discussed discussed within this site or in correspondence sent to clients. All information provided or contained in this Web site is the property of Technical stock, and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Technical stock. All rights reserved. Submit Form Previous Next
