Profiler

  • Personal Details
  • Income Details
  • Liabilities & Investment
  • Risk Profile Questionaire
Gender:

Source Of Income


Annual Income


Household Expense per Annum


Annual Savings

Liabilities (Debts)


Mortgage or loan
Interest rate %
Payment/month
Balance Due





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Life and Health Insurance


Name
Type
Benefits Amounts & Limits
Annual Premium




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Other Investment Details


Equity Portfolio
Mutual Fund
Bonds
P.P.F./N.S.C
Real Estate




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Total Liabilities =

Total Investment =

RISK PROFILE QUESTIONNAIRE

Investment Planning
1.What is the purpose of your investment? Please select the most appropriate one.
2. when are you going to retire?
3.

(A).
1. What will be your frequency of investment ?



2. Amount to be invested
RS





(B). What is your withdrawal plan ?



(C).
1. Frequency of withdrawal after said tenure ?



2. Amount to be Withdraw
RS



(D). Do you have any kind of religious principle which resticts you to invest in a particular company?
Risk & Return
4.


(A).Beyond your normal contributions & withdrawals, are there any special circumstances/events that might need major withdrawals from portfolio over the next 3-5 years ?


(B). Do you have any near term financial goal?









(C). In how many years you want to achieve this financial goal


5.


(A). How would you like to define your self in terms of financial/investment risk appetite ?

(B). What kind of Return you expect from your investments ?

(C). What kind of draw down(i.e. notional loss in portfolio) you are comfortable with ?

(D).What would like to do if your portfolio is down by 20-30 % ?

(E). what would you like to do if your portfolio Generates lesser return(i.e. < 5%) or negative return for 2-3 years ?
Attitude Towards Investments
6. You lost 25% in an investment portfolio but the market bounces back and you receive back your value, however the sentiment in market is weak and fresh investments are low and most of the people redeeming their portfolio. Your distributor/adviser tells that valuations are attractive and it's time to invest not to withdraw.
What would you do ?

7.


(A). who can influence your investment details?


8.


(A). How regularly you would like to check your portfolio ?


(B). How do you feel you would react to movements in your portfolio value in short term scenario?


9. How would you select the Asset class for Investment ?

10. Which statement best describes your knowledge of investments?

11. A portfolio is a basket of different investments. The returns earned by a specific portfolio depend on the mix of investments that make up the portfolio. The following graph shows the probable range of returns (from best to worst) of four hypothetical portfolios over a one-year period. In which of these portfolios would you prefer to invest?