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KYC RISK TRACKSHEET BANK DETAIL

Membership

Investment Advisor

RISK ASSESSMENT

PERSONAL INFORMATION

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Please Enter Your Name.
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Please Enter Your PAN.
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Please Enter Your DOB.

Your Age:

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Family Info

Q1. Marital Status:
Married
Unmarried
Divorced
Widow
Q2. Sources of Income?
Salary.
Business.
Professional fees.
Pension.
Royalties.
Rental.
Dividend.
Others.
Q3. What is your total gross annual household income?(total earning of family member)
Below 1 lac.
1-5 lac.
5-10 lac.
10-25 lac.

Risk appetite increases as the number of earning members increases.

Only Yourself.
1 other person in your household besides yourself.
Between 2 and 3 other persons besides youself.
More than 4 other persons besides yourself.

Risk appetite decreases as the number of dependent members increases.

Intraday.
Positional.
Short Term.
Long Term.

Risk appetite increases as the number of earning year increases.

Not familiar at all with investments and feel uncomfortable with the complexity.
Somewhat familiar. I don’t fully understand investments, including the sharemarket.
Fairly familiar. I understand the various factors which influence investment performance.
Very familiar. I use research and other investment information to make investment decisions. I understand the various factors which influence investment performance.

You understand risk better, when you are familiar with investment matters.

Financial Info

To grow aggressively.
To grow significantly.
To grow moderately.
To avoid losing money.

Depending on the life stage and risk appetite of the investor, there are three main objectives of investment: safety, growth and income.

< 1 lacs.
1-3 lacs.
3-6 lacs.
> 5 lacs.

Risk appetite increases as the Proposed Investment is higher.

Not Secure.
Somewhat Secure.
Fairly Secure.
Very Secure.

Stable income leads to better risk taking capability & vice versa.

None.
Less than 20%.
Between 20% - 40%.
More than 40%.

Higher debt leads to low risk appetite & vice versa.

< 1 lacs.
1-2 lacs.
2-5 lacs.
Above 5 lacs.

Risk appetite increases when investor have higher assets.

Risk Info

Reckless ( I do not mind if I loss money).
Willing to take evaluated risk (I cant tolerate a some loss).
Low risk taking capability.
Extremely averse to risk.

Investor who is willing to do things that involve higher risk in order to achieve a higher return & vice versa.

I do not want my investment to lose any value.
I can tolerate small fluctuation in my investment value in order to achieve my investment goals.
I can tolerate moderate fluctuation in my Investment in order to achieve my investment goals.
I can tolerate large fluctuation in my investment value in order to achieve my investment goals and objectives.

Risk appetite is generally understood to be the willingness of investors to bear financial risk with the expectation of generating a potential profit.

Unlikely to take more risk.
Likely to take some risk.
Likely to take the average risk.
Likely to take high risk.

Higher the risk, higher the return & vice versa.

It is completely stable.
It is stable and not expected to change in the near future.
It is stable but may change in the future.
It is somewhat unstable.

Stable Employment leads to better risk taking capability & vice versa.

None.
I have sources of income that are sufficient to meet my normal requirements.
I rely on my savings and investments for income and emergency cash needs.

Cannot take risk in case of no source of income.

Previous
You are the Conservative Investor

An investor who is unwilling to take risks on capital and likes regular income may be said to fit a conservative profile.

You are the Moderate Investor

An investor with the need for both income and growth and a moderate level of risk tolerance may be in a moderate profile.

You are the Aggressive Investor

A risk-seeking investor focus on growth and tolerance for short term losses may fit an aggressive profile.



• Banking / PSU Fund

• Passive Index Fund

• Large Cap Fund

• Corporate Bond (NCD's), Dynamic Bond Fund, Government Bond, Tax-Free Bond

• Debt Mutual Fund, Monthly Income Plan(Mutual Fund), Capital Protection (Mutual Fund), Fixed Maturity Plan


• Equity Shares

• Midcap / Smallcap Fund

• Cash Product, Derivative Product

• Unit Linked Insurance Plans (ULIPs)

• Equity Mutual Fund, Sector Fund, Thematic Fund, Hybrid Mutual Fund, Gold / Gold Exchange Traded Funds (ETFs)

Membership

In our Membership services, our client get to know the benefits of live product by paying a nominal amount in it. Membership plan helps trader to understand the actual results & can take informed decision based on the performance.

Equity Value
Service Mode: SMS
Ideal For: Intraday
Risk Type: Medium
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Future Value
Service Mode: SMS
Ideal For: Intraday
Risk Type: High
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Option Value
Service Mode: SMS
Ideal For: Intraday
Risk Type: High
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