RISK PROFILING

Please take a couple of minutes to answer these questions in order to determine your risk profile.

The risk profile questionnaire assesses your overall tolerance to take on risk which is influenced by various factors such as your personal needs and goals, your current financial situation, the structure of your current investments, investment time horizon and your level of familiarity with investment issues. You can then elect to invest in pre-packaged portfolios of mutual funds that are professionally managed by leading asset managers. Your tolerance to risk is probably the most important factor to consider before investing your hard earned money.

This forms the basis for your investment strategy to achieve your investment goals by matching your tolerance to risk and willingness to endure fluctuations in your portfolio value.

Our advice: There are not any right or wrong answers, please follow your instincts and answer the questions. Please answer the following questions by selecting only one response to each question.

4 - Gender

5 - What is your current age?

6 - How many people depend on you financially?

7 - What is your annual take home income?

8 - My current and future income sources are:

9 - Where do you keep your savings?

10 - Do you have any loan?

11 - Is your insurance cover sufficient to meet financial needs of your family in your absence?

12 - Do you have a medical insurance cover?

13 - Are you aware of Mutual Funds?

14 - Are You aware of SIP (Systematic Investment Plan)?

15 - What is the size of your emergency fund?

16 - What Are Your Sources of Income?

17 - What is your Investment Experience?

18 - What is your existing portfolio (investment) amount?

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