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Risk Profiling Tool
Risk Profiling Tool
Client Profile
Name
1. What is your current age?
Up to 30 years
31 to 40 years
41 to 50 years
51 to 60 years
More than 60 years
2. Your current annual take-home income is:
More than Rs. 1 Crore
Rs. 25 lakh to Rs. 1 Crore
Rs. 10 lakh to Rs. 25 lakh
Rs. 5 lakh to Rs. 10 lakh
Rs. 1 lakh to Rs. 5 lakh
3. How many financial dependents do you have?
None
1
2
3
4 or more
4. My current and future income sources (Salary, business income, investment Income etc.) are:
Very stable
Stable
Somewhat stable
Unstable
Very unstable
5. How many months of expenses can your emergency funds cover?
More than 12 months
7-12 months
4-6 months
Less than 3 months
I have no emergency funds
6. What percentage of your take-home income goes into repaying debt liabilities?
None
Less than 10%
10-20%
20-30%
30-40%
More than 50%
7. What is your primary goal while making investments?
Wealth Creation
To complete financial goals like Retirement Planning, Child Higher Education, Child Marriage etc
Inflation beating returns
Capital Protection
8. How long is your investment horizon?
Till I reach my financial goal
7 years and above
3 to 5 years
1 to 2 years
9. How well do you understand investing in a market?
Expert
Very Good
Good
Limited
None
10. If you invest Rs.100 today, in 3 years' time, what value range you would be most comfortable with?
Rs. 50 to Rs. 200
Rs. 70 to Rs. 175
Rs. 85 to Rs. 160
Rs. 100 to Rs. 140
Rs. 115 to Rs. 130
11. How frequently will you view your portfolio?
Yearly
Half-yearly
Monthly
Weekly
Every day
Risk Profile Confirmation
Name
1. What is your current age?
Ans.
2. Your current annual take-home income is:
Ans.
3. How many financial dependents do you have?
Ans.
4. My current and future income sources (Salary, business income, investment Income etc.) are:
Ans.
5. How many months of expenses can your emergency funds cover?
Ans.
6. What percentage of your take-home income goes into repaying debt liabilities?
Ans.
7. What is your primary goal while making investments?
Ans.
8. How long is your investment horizon?
Ans.
9. How well do you understand investing in a market?
Ans.
10. If you invest Rs.100 today, in 3 years' time, what value range you would be most comfortable with?
Ans.
11. How frequently will you view your portfolio?
Ans.
Risk Profile based on the above :
Calculation based on given scenario :
11-22 Aggressive
23-36 Moderate
37-55 Conservative
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