Risk-Return Evaluation

Name:

Phone:

Email:

Date of Birth

Which of the following age brackets do you currently fall in?

Below 30

30-45

45-55

55+

Which of the following portfolio best suits you?

A portfolio with a possibility of 25%+ return with 15% loss.

A portfolio with a possibility of 15% return with 10% loss.

A portfolio with a possibility of 10% return with 5% loss.

A portfolio with a possibility of 5% return with 0% loss.

What factor is most important for you while choosing an Investment?

My return should significantly exceed inflation, even if this could mean significant volatility.

My return should be moderately higher than inflation, with only moderate volatility.

My return should be marginally higher than inflation, with minimum volatility.

My portfolio has to keep pace with inflation preserving my capital.

What is your investment Horizon?

Below 1 Years

1-2 years

2-5 Years

5+ Years

What is your net worth

Below 50 lakhs

50 lakhs - 1 crore

1-5 crore

5+ crore

Do you have any pressure and Diabetes or major disease?

Not yet and No family member have the disease

Not now but family member have the disease

Diabetes

Both Diabetes and pressure

What is the purpose behind savings?

To buy real asset (i.e. Building/car)

To meet your emergency need

To support your child (marriage/Education)

To fund after retirement

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