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Personal Information

Tell us about yourself

Full Name *

Date of Birth *

PAN Number *

Email Address *

Mobile Number *

Full Address

City *

State *

Pincode *

Residential Status *

GST Number

Financial Profile

Help us understand your financial situation

Age Group *

Below 30 years 30 to 60 years Above 60 years

Annual Income *

Below ₹10 Lacs ₹10 Lacs to ₹50 Lacs ₹50 Lacs to ₹1 Cr Above ₹1 Cr

Sources of Income * (Select all that apply)

Employment / Salary Business / Self-employed Investment Returns Pension Real Estate / Rental Other

Current Investments * (Select all that apply)

Direct Stocks / Equity Mutual Funds Bank FD / Bonds Other Investments

Liability as % of Net Worth *

Investment as % of Income *

Typical Holding Period *

Risk Assessment

Help us determine your risk tolerance

Investment Objective *

Protect Capital I prefer safety over returns. Capital preservation is my priority.

Balanced Growth I want a mix of growth and stability with moderate risk.

Long-term Growth I'm willing to accept higher risk for potential higher returns.

Return Expectation *

Conservative (8-12% p.a.) Steady returns with minimal volatility.

Moderate (12-18% p.a.) Good returns with manageable fluctuations.

Aggressive (18%+ p.a.) High returns with significant volatility tolerance.

Risk Attitude *

Secure - Avoid losses Moderate - Balanced approach Aggressive - Accept higher risk

Investment Knowledge & Experience *

Limited - New to investing Moderate - Some experience Extensive - Experienced investor

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Personal Information

Financial Profile

Risk Profile

Declarations

I confirm that I am a legal resident of India and all the information provided is true and accurate to the best of my knowledge. I understand that my investment advisor will use this risk profile assessment to recommend suitable investment products. I understand that investments are subject to market risks and returns are not guaranteed. I am making this investment decision at my own risk.

Personal Information

Financial Profile

Risk Assessment

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Personal Information

Financial Profile

Risk Profile

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