KINDLY NOTE: RESEARCH PANEL INVESTMENT ADVISERS DO NOT PROVIDE ANY PROFIT SHARING SERVICES, GUARANTEED SERVICE AND SERVICES WHICH ARE NOT MENTIONED IN OUR WEBSITE, IF ANY PERSON TRY TO SELL SUCH TYPE OF PRODUCT KINDLY CALL ON +91-7772000003 Investment in stock or commodity markets is subject to market risk. We are Not Offering any D-mat services
  • SEBI Regn. No.
    INA000005390.
  • Have a question call now
    +91-7772000003
  • Have a question Mail now
    info@researchpanel.co.in

Risk Profile

  • Home
  • /
  • Risk Profile

Risk Profile

RESEARCH PANEL INVESTMENT ADVISER

SEBI Reg. No. - INA000005390


Questionnaire for risk profiling of the client

Clients will be classified as Conservative, moderate and Aggressive based on the score obtained by answering the following questionnaire. Once, the score is obtained client will be offered services/products which suits his/her risk appetite. The classification of the services is also mentioned below.

Details of the client is as below



1. Which of the following statements would best describe your level of market knowledge as an Investor? Direct Questions to ascertain risk appetite
I do not understand the Investment terminology at all 0
I am proficient Investor who’s able to explain concepts such as EVA, beta and hedging. 10
I Know how to identify and invest in mutual funds and secondary market debentures 20
I understand investment principles and trade shares in the secondary market 30
2.What is the status of your accommodation? Those who own a house , choose from last two options only ? Direct Questions to ascertain risk appetite
I stay with my Parents / Spouse 0
I live in company’s accommodation 10
I own a House but savings to buy a better House 20
I own a good house that I would ever want to 30
3.How would you describe your overall income status? Direct Questions to ascertain risk appetite
Just about manage to make ends meet; no monthly savings 0
My PF and other employment benefits are my only source of income 10
I put aside at least 10% of my take home salary every month as a saving 20
My Income from my wealth more than adequately provide for my cost of living 30
4.What is the duration of investment you are looking forward to keep invested?
Short term Positional ( from 1 month to 6 months) 10
Long term Positional (more than 1 year) 0
Intraday 20
5.In which of the following market segments have you traded previously? Weight Allotted
Commodity 30
Stock 10
Derivatives Stocks 20
Forex 30
All 40
6.What is your experience with equity investments ? Weight Allotted
Extensive Experience 30
Moderate experience 20
Less experience 10
No experience 0
7.What is your experience with Commodity investments ? Weight Allotted
Extensive Experience 30
Moderate experience 20
Less experience 10
No experience 0
8.Risk Tolerance Ratio? Weight Allotted
Medium 0
High 20
Very High 30
9.What is your Age Group ? Weight Allotted
Under 35 40
Under 45 30
46-55 20
55 and above 10
10.Investment goal
Capital Appreciation 30
Regular Income 20
Capital Appreciation and Regular Income 10
11.Proposed Investment Amount
Less than 1 lacs 10
1-2 lacs 20
2-5 lacs 30
Greater than 5 lacs 40
12.Gross Annual Income details:-
Below 1 lac 0
1-5 lac 10
5-10 lac 20
10-25 lac 30
Greater than 25 lac 40
13.Sources of Income
A. Primary Source
Salary
Business
Professional
Self Employed
B. Secondary Source
Royalities
Rental
Dividend
Others Specify ________
14.Market Value of portfolio held
Less than 1 lac 0
1-2 lacs 10
2-5 lacs 20
Greater than 5 lacs 30
15.Investment Experience
Less than 3 years 0
3-5 Years 10
Greater than 5 years 20
16.How many dependents do you finacially support?
None 20
Between 1-3 10
4+ 0
17. What is the size of your emergency fund?
Less than 1 month income 0
1-3 months income 10
3-6 months income 20
greater than 6 months income 30
18.What is your experience with investments in past?
Very Good 40
Good 30
Moderate 20
Bad 10
Very Bad 0
19.What percentage of monthly income is allocated to pay off debt [all EMIs]?
None 40
Between 0%-20% 30
Between 20%-35% 20
Between 35%-50% 10
Greater than 50% 0
20.Occupation (please select the appropriate)
Private Sector Service, Public Sector Service,
Government Sector, Business,
Professional, Agriculturist,
Retired, Housewife, Student,
Dealer, Self Employed,
Others,
21.Are you any of the following, or are directly or indirectly related to any of the following?
None
Civil Servant,
Politician / Connected to media
Current or former head of state,
Bureaucrat (Tax authorities, Foreign Services, IAS etc),
Current or former MP/MLA/MLC,
Connected to any company/promoter group/ group of companies listed on any stock exchange

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.

*Note:- By Agreeing to the terms & Conditions, even if you are NDNC registered customer, you agree to receive call and sms.

I agree


Risk Profile Score


Score Risk Factor
200-400 Medium
400 & above High
420 & above Very High