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Risk Profile Management
1
Basic Details
2
InvestmentObjective
3
InvestmentPurpose
Full Name
DoB
Email Address
Phone Number
Residential Address
Passport Number
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Next
What is your Investment Objective including time for which you wish to stay invested & the purpose of the investment?
Which of the following do you think best describes you?
Your primary concern is to protect your capital and you can accept no capital losses. You are not prepared to take any investing risk and you require access to your capital in the near future.
Generating a regular income stream is a priority over capital growth. As a result, you are prepared to sacrifice higher returns in favour of preservation of capital.
You require your investments to be a balance between capital growth and less risk prone investing. Calculated risks will be acceptable as you are prepared to accept short term levels of volatility in order to outperform inflation.
Your investing pattern should have a bias towards capital growth and you have less need for recurring returns at this stage. You are prepared to accept a higher degree of volatility and risk. Your primary concern is to accumulate assets over the longer term.
Your primary focus is on capital growth. You are prepared to accept a high level of short term volatility and possible capital losses in order to generate potentially higher levels of capital growth over the long term. You are well placed to recover from unforeseen market downturns either because you have time on your side or access to capital reserves.
How much money have you have allocated for various investing horizons i.e. existing investment/assets
Intraday Trading
STBT,BTST Investing
Positional investing (3-15 Days)
Other Investment (Mutual Funds/Real Estate/Fixed Deposit/Bonds)
How familiar are you with Equity, Future & Options, Comex & FOREX markets?
I am experienced with all sectors and understand the various factors which Influence portfolio performance.
I understand that markets fluctuate and that different market sectors offer different income, growth and taxation characteristics.
I have just enough experience to understand some aspects of capital and commodity markets.
I have very little understanding or interest.
How would you describe your experience with investing in markets?
I have had positive experiences with investing that outweigh the negative.
I am not familiar with investing and am cautious.
I have previously lost money as an investor and am very cautious about investing
What best describes how you feel after you have made a decision which will affect your financial future?
Very Confident
Confident
Neutral
Concerned
Scared
If a funding surplus is clearly identified and your stated goals and objectives have been met, which of the following strategies would you prefer to adopt?
Invest surplus income
Revise expectations / increase expenses
Reduce the investing risk in your portfolio
Other
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How many years of investment/Trading experience do you have?
1-3 Years
4-6 years
7-10 Years
10+ Years
NIL
You are financially responsible for (exclude dependants who can be supported by your spouse's income)
Only yourself
Other person in your household besides yourself
Between 2 and 3 other persons besides yourself
Between 4 and 5 other persons besides yourself
More than 5 other persons besides yourself
What is your Occupation (please select the appropriate)?
Self Employed
Private Sector (Salaried)
Government Service
Student
Retired
Housewife
Others
Gross Annual Income
Below 100000
100000-500000
500000-1000000
1000000-2500000
Above 2500000
NIL
What is the size of your emergency fund?
Do not have
1-2 Months Income
3-5 Months Income
More than 5 Months Income
What percentage of your Annual income goes into repaying your liabilities/borrowings?
> 50%
50% to 30%
30% to 20%
Less than 20%
I have enough of surplus
How do you rate your willingness to take financial risks (risk appetite)?
Low risk taker
Average risk taker
High risk taker
Very High risk taker
NIL
I hereby understand that investment in Equity, Future & Options, Commodity and Forex market are highly risky market and please consider this as my consent to provide advice in desired segment.
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