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Risk Profile


Under 30
31-45
46-60
60+

Capital Appreciation
Regular Income
Capital Appreciation and Regular Income

Self employed or Officer
Salaried
Student or senior citizen
Business man who have more than one business

Below 2 lac
2-5 lac
5-10 lac
Above 10 Lacs

Less than 1 lacs
1-5 lacs
5-10 lacs
Above 10 lacs

Intraday Trader
BTST/STBT Trader
Short term Positional Trader
Long Term Positional Trader

Less than 1 years
1-3 years
3-5years
Above 5 years

Stock
Derivatives Stocks
Commodity and Forex
All

Between 0% -10%
Between 10% - 25%
Between 25% - 50%
Above 50%

Less than 1 lacs
1-2 lacs
2-5 lacs
Above 5 lacs

None
Between 1-3
Between 4-6
Above 6 Members

0-1 month income
Between 1-3 months income
Between 3-6 months income
Above 6 months income

0-5%
5%-10%
10%-20%
Above 20%

Extensive experience
Moderate experience
Very less experience
No experience

Extensive experience
Moderate experience
Very less Experience
No experience

Extensive experience
Moderate experience
Very less experience
No experience

Strongly prefer
Prefer
Indifferent
Do not prefer

High
Medium

Note : *Investment Options offered to various categories of investors All the questions which are related to risk profiling have been assigned weight and based on the total score of a client product is recommended using following guideline; however special focus is made on any special requirements discussed with the client.

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