Risk Profile | Money Timing Capital Research

Full Name *

First

Middle

Last

Phone *

Date of Birth *

Your Source of Income: *

Salary
Business
Pension / other retirement
Dependent on other's income

Your current annual take-home income from all sources is: *

Under INR 5,00,000.
Between INR 5,00,000 to INR 10,00,000.
Between INR 10,00,000 to INR 20,00,000.

Preferred Investment type? : *

Short term Positional
Long term Positional
Intraday

Proposed Investment Amount *

< 1 lacs
1-3 lacs
3-5 lacs
> 5 lacs

Preferred Investment time horizon *

Less than one year
1 year to 3 years
More than 3 years

Investment Goal? : *

Capital Appreciation
Regular Income
Capital Appreciation and Regular Income

What is your experience with investments in past? : *

When market is not performing well do you prefer to buy risky investments and sell less risky investments? *

Risk Tolerance Ratio? : *

High
Medium
Low

What is the duration of investment you are looking forward to keep invested? : *

Short term Positional ( from 1 month to 6 months).
Long term Positional (more than 1 year).
Intraday

In which of the following market segments have you traded previously? *

Liabilities/Borrowings *

Nil
INR 1,00,000 to INR 10,00,000
INR 10,00,000 to INR 50,00,000
Above INR 50,00,000

What kind of investments do you currently own, or would prefer to own? *

Mainly money market or fixed-income securities (e.g. cash, bonds).
Mainly fixed-income securities with some equity securities.
Slightly heavier weighting in equities than fixed-income.
Mainly aggressive equities with some fixed income.

What do you want this investment portfolio to do? *

Provide appreciation of capital in short-term.
Provide moderate growth in medium term.
Provide maximum capital appreciation of investment in long term.
Generate income with some capital appreciation.

What is your Investment Horizon?

Below 1 year.
1 year to 2 years.
2 years to 5 years.
More than 5 years.

Please tick your Occupation *

Risk Tolerance Ratio? : *

High
Medium
Low

Are you any of the following, or are directly or indirectly related to any of the following? *

Civil Servant
Politician
Current or former head of state
Bureaucrat (Tax authorities, Foreign Services, IAS etc)
Current or former MP/MLA/MLC
Connected to Media
Connected to any company/promoter group/ group of companies listed on any stock exchange
None

I hereby declare that I have read, understood and personally accomplished this entire Risk Profiling Questionnaire and that the answers I have given are accurate. I understand the risk involved in investing in equities. I will exercise my own independent judgment in subscribing the suitable package/s (if any) as per my Risk Profile Score. You may review your answers before they are recorded in the system. Once recorded they cannot be changed. This is done to ensure the integrity of the data. You can review your answers by scrolling through the questionnaire. Now is the best time to correct any mistakes or omissions. *

Tick