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Risk Profiler

  |  Risk Profiler
Risk Profiler

Risk Profiler Form

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1. Age

2. Primary Financial goals – What are the financial goals and period

3. %age of your liquid net worth to total assets you would like to invest

4. How much of your earning from this investment you would prefer to cover your current year spending?

5. How many dependants do you have?

6. Income objective - Do you prefer

7. In case of market fluctuations, what describes you the best

8. How good is your knowledge and experience on equities and mutual funds

9. Which investments have you invested before?

10. Your investment in equity has dropped by 20%, what would you do:

11. Personal Information