SelectMaleFemale 1 ) What is your age group? Under 3536-4546-5556-6060+ 2 ) Investement Goal ? Capital AppreciationRegular IncomeCapital Appreciation and Regular Income 3 ) Proposed Investment Amount ? 50k-5 lacs5-20 lacs20-50 lacs50 lacs to 1cr Or Above 4 ) Preferred Investment type ? Short term PositionalLong term PositionalIntraday 5) Gross Annual Income details ? Below 1 Lakh1-5 lacs5-10 lacs10-25 lacs>25 Lac 6 ) Market Value of portfolio held? 50k-5 lacs5-20 lacs20-50 lacs50 lacs to 1cr Or Above 7 ) Primary Source of Income SalaryBusiness 8 ) Secondary Source Of Income RoyaltiesRentalDividendOthersNone 9 ) Investment Experience ? < 3 years3-5 years>5 years 10 ) Experience in market products CommodityStockDerivatives StocksForexAll 11 ) How many dependents do you financially support ? NoneBetween 1 to 34+ 12 ) What is the size of your emergency fund ? Dont HaveLess 1 Month Income1-3 Month Income3-6 Month Income>6month Income 13 ) What is your experience with market products in past? Very GoodGoodModerateBadVery Bad 14 ) When market is not performing well do you prefer to buy risky investments and sell less risky investments? Strongly PreferPreferIndifferentDo Not PreferStrongly Do Not Prefer 15 ) What is your preference w.r.t securities with low risk low return over high risk high return? Strongly PreferPreferIndifferentDo Not PreferStrongly Do Not Prefer 16 ) Risk Tolerance HighMediumLow 17 ) What percentage of monthly income is allocated to pay off debt [all EMIs]? Between 0% -5%Between 5% -20%Between 20% -35%Between 35% -50%>50%
