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First Name Last Name

Hi , let us know your details so that we can compile and deliver your quiz results to your inbox.

Date of Birth E-mail Phone Portfolio Size Please select 10 Lacs 10 lacs to 25 lacs 25 lacs to 50 lacs Above 50 lacs

Welcome to our Risk Profile survey. We will ask you 10 questions. This should take 5 minutes. There are no right or wrong responses to these questions. You know yourself the best!

Let us get stared

1. What is your age?

Please select Under 25 25 to 34 35 to 44 45 to 54 55 or older

2. What is your investment goal?

Please select Capital preservation Income Balance growth and income High growth

3. How long do you expect to remain invested before withdrawing the money?

Please select Less than 2 years 2 - 5 years 5 - 10 years More than 10 years

4. How would you react in the following scenarios?

(a) If your investments fall by 20% due to a market-wide downturn?
Please select Sell all my investments Sell some Hold on to my investments Invest more

4. How would you react in the following scenarios?

(b) If your investments fall by 20% due to issues specific to the sector you’re holding?
Please select Sell all my investments Sell some Hold on to my investments Investigate further before deciding

5. How would you describe your knowledge of investments?

Please select Beginner Intermediate Advanced

6. How do you feel about potentially losing money in the short term for the possibility of higher returns in the long term?

Please select Very uncomfortable Somewhat uncomfortable Neutral Comfortable

7. How important is it to for you to preserve your capital, even if it means potentially lower returns?

Please select Very important Somewhat important Neutral Not important

8. What is your primary income source (excluding investments)?

Please select Unstable (frequent job changes, no stable income) Somewhat stable (self-employed or contractual) Stable (employed or retirement income)

9. In terms of your financial situation, how much can you afford to lose without affecting your standard of living?

Please select Nothing A small amount A moderate amount A substantial amount

10. How do you view risk in general?

Please select Avoid at all costs Willing to take small risks Comfortable with moderate risks Willing to take significant risks

Summary:

Name:

Risk Profile:

This is an indicative risk profiling. Please consult your Registered Investment advisor before taking any action.

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