Personal Info. Name Phone No. email Risk Assessment Are you the sole earning member of your family ? SelectYesNo What is the number of dependents you have ? Select1234 What is the nature of your profession ? SelectGovernment PrivateOwn BusinessFreelance/Other What percentage of your monthly income are you able to save ? Select0-1515-2525-50Greater than 50 What percentage of your monthly income goes towards paying EMIs ? Select0-1515-2525-50Greater than 50 If you leave your job today, for how long(months) would your savings be able to take care of your monthly expenses ? Select0-66-1212-18Greater than 18 If you look for a job or profession change, what are you most likely to select from the following ? SelectHigh level job security, income increase is secondarySome level of job security, with some increase in income as wellJob security is secondary, you would look for better increase in income levelsJob security does not matter, income increase should be substantial If the value of money you invest today goes down by 10 % in the same month, what would you do ? SelectRedeem your holdingsPartially redeem your holdingsDo NothingInvest more What are your return expectations(percent) from short term investments (2-5 years) Select4-66-88-12Greater than 12 What are your return expectations(percent) from long term investments (greater than 5 years) Select7-1010-1310-15Greater than 15 Next Investment Estimate Risk Appetite Risk Tolerance Age Salary Relationship Status SelectBachelorMarried Spouse Age Spouse Income Retirement Age Mortage Debt/Loans Other Needs(colleges and Marriage) Number of year after retirement Present monthly expense Investment Investment Period Monthly Emi: All the values are indicative and may vary from case to case. For further BackNextNext Summary BackSubmit
