Risk Profile Management

Basic Details

InvestmentObjective

InvestmentPurpose

Full Name

DoB

Email Address

Phone Number

Residential Address

Passport Number

What is your Investment Objective including time for which you wish to stay invested & the purpose of the investment? Which of the following do you think best describes you? How much money have you have allocated for various investing horizons i.e. existing investment/assets Intraday Trading STBT,BTST Investing Positional investing (3-15 Days) Other Investment (Mutual Funds/Real Estate/Fixed Deposit/Bonds) How familiar are you with Equity, Future & Options, Comex & FOREX markets? How would you describe your experience with investing in markets? What best describes how you feel after you have made a decision which will affect your financial future? If a funding surplus is clearly identified and your stated goals and objectives have been met, which of the following strategies would you prefer to adopt?

How many years of investment/Trading experience do you have? You are financially responsible for (exclude dependants who can be supported by your spouse's income) What is your Occupation (please select the appropriate)? Gross Annual Income What is the size of your emergency fund? What percentage of your Annual income goes into repaying your liabilities/borrowings? How do you rate your willingness to take financial risks (risk appetite)? I accept the Terms and Conditions

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