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Risk Profile

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Risk Profile

What is your age group?
Proposed Investment Amount:
Sources of Income
What is your experience with investments in past?:
Very Good
Good
Moderate
Very Bad
Bad
Investment Goal:
Capital Appreciation
Regular Income
Capital Appreciation and Regular Income

Market Value of portfolio held :

Investment Experience? :

How many dependents do you financially support? :
Experience in market products? :

Commodities
Stock
Derivatives Stock
Forex
All
What is your preference W.R.T securities with low risk, low return over high risk, high return? :
Strongly Prefer
Prefer
Indifferent
Do not prefer
Strongly do not prefer
When market is not performing well do you prefer to buy risky investments and sell less risky investments?:
Strongly Prefer
Prefer
Indifferent
Do not prefer
Strongly do not prefer
Risk Tolerance Ratio:
High
Medium
Low
What is your experience with equity investments?:
Extensive experience
Moderate experience
Very less experience
No experience
What is your experience with Commodity investments?:
Extensive experience
Moderate experience
Very less experience
No experience
What is your experience with Forex investments?:
Extensive experience
Moderate experience
Very less experience
No experience
What is the size of your emergency fund? :

What percentage of monthly income is allocated to pay off debt [all EMIs]? :
Occupation (please select the appropriate)? :
Gross Annual Income Details? :
Are you any of the following, or are directly or indirectly related to any of the following? :
Name of the Company:
Any specific commodities or shares in which you have experience and are willing to trade, if yes Name of the securities :

Clients with Long term Investment goal or capital appreciation as investment objectives are not accepted at Research Panel Investment Advisers.

Disclaimer

The information received by subscribers is for their personal use. Investing involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress. Nothing contained herein should be construed as a warranty and guarantee of investment results. All risks, losses and costs associated with investing, including total loss of principal, are your responsibility. All information provided or contained in this Web site is the property of Research Panel Investment Advisers., and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Research Panel Investment Advisers. All rights reserved.

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