Q.1 Risk Tolerance- Investment Experience - How long have you been investing in Equity Markets / Stocks / Mutual Funds?

• More than 7 years
• Around 4-6 years
• Around 1-3 years
• Less than 1 year
• Not Sure

Q.2 Risk Tolerance- Market Fluctuations- How do you usually react to a significant decline in the value of your investments (e.g. 20% to 40% drop)?

• I would buy more investments at the lower price
• I would do nothing
• I would sell some of my investments
• I would sell all my investments
• Not Sure

Q.3 Risk Tolerance- Loss Taking Appetite- How comfortable are you with taking risks / losses to achieve better returns?

• Very comfortable
• Moderately comfortable
• Slightly comfortable
• Not comfortable at all
• Not Sure

Q.4 Risk Tolerance- Portfolio Drops-What level of temporary decrease in investment portfolio value can you tolerate?

• Minus >40%
• Minus 25-40%
• Minus 10-25%
• Minus <10%
• Not Sure

Q.5 Risk Capacity - Income Stability - How stable is your current income / job or business?

• Very stable
• Stable
• Somewhat unstable
• Very unstable
• Not Sure

Q.6 Risk Capacity - Emergency Funds - How many months of living expenses do you have saved in an Emergency Fund?

• More than 12 months
• Around 6-12 months
• Around 3-6 months
• Less than 3 months
• Not Sure

Q.7 Risk Capacity - Financial Obligations - Do you have any near-term financial obligations that you may have to access your investments?

• No obligations
• Few obligations
• Yes, some obligations
• Yes, significant obligations
• Not Sure

Q.8 Risk Capacity - Current Investments - How would you characterize your past and current investments?

• Mostly risky investments like stocks and equities
• Equal Combination of safe and risky
• Somewhat safe investments & some risky
• Mostly safe investments like FDs, PF etc
• Not Sure

Q.9 Risk Required - Return Expectations - What is your expected annual return on your investments to meet your investment objectives?

• More than 12%
• Around 9%-12%
• Around 6-9%
• Less than 6%
• Not Sure

Q.10 Risk Required - Investment Goals - What is your primary objective for all investments?

• Agressive Wealth Creation
• Nominal Wealth Creation
• Wealth Distribution (generate regular income)
• Wealth Preservation (keep investments intact)
• Not Sure

Q.11 Risk Required - Time Horizon - How long do you plan to invest before you need to start withdrawing your investments?

• More than 10 years
• Around 5-10 years
• Around 3-5 years
• Less than 3 years
• Not Sure

Q.12 Risk Required - Time Flexibility - How flexible are you with investment time horizon i.e. how long can you hold the investments?

• Very flexible with the timeframe
• Somewhat flexible with the timeframe
• Slightly flexible with the timeframe
• Not flexible at all
• Not Sure

Risk Form