CLIENT DESK - Beyond Money

NAME

Please select your Age Group.

20-30
31-40
41-50
51+

What is the overall time horizon that you have in mind for your investment ?

Less than 3 years
More than 3 years
No definable time horizon

What is your annual household income?

Less than Rs.10 Lacs
Rs.10 Lacs - Rs.20 Lacs
Rs.20Lacs - Rs.50 Lacs
More than Rs.50 Lacs

What is your Liquid Net Worth?

Upto Rs. 5 Lacs
Rs. 5 Lacs - Rs. 25 Lacs
Rs. 25 Lacs - Rs. 1 Crore
Rs. 1 Crore and above

Your liquid net worth is defined as the sum of (a) your investment assets (including balances with bank and investments but exclude your home and businesses that you own) minus (b) your total of any loans that you have.

Which of the following best describes your attitude towards investment risk?

Conservative: I do not want to risk any capital or have any negative return, even if it is temporary;
Moderate: Over short-term investment horizon, I can only risk upto 10% of my capital;
Situational: I don't want risk on my short term investments. However, I am willing to take higher risk for my long term investments.
Aggressive: I can risk more than 20% of my capital for potentially higher returns.

What kind of instruments have you invested in before or are currently invested in?

Which of the following statement best describes your attitude if there is an erosion of over 20% in capital invested due to unfavourable market movement?

I will sell the investments immediately.
I will remain invested till the markets turn favourable.
I will invest more during such period.

What would be the risk profile of other family members?

Should be treated the same as me.
If any difference, I will discus with you at the time of investment.
Will be different for every member.

Date

Signature

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