Manthan Stocks

1. What is your age group?

Below 20 Year 20 to 30 Year 30 to 65 Year Above 65 Year

2. What is your occupation?

Self-employed or officer line Employees Student or senior citizen Business man who have more than a business

3. Your involvement on trading

Rarely traded Traded sometimes You are a full time trader You are a part time trader

4. You spend time (Experience) in market

2 to 5 year More than 5 year Less than 1 year 1 to 2 year

5. Chose your desired time period for investment

Intraday 15 to 30 days 2 to 5 days 5 to 15 days

6. Purpose of your investment, in terms of earning profit

10 to 20 % Monthly return on investment More than 40 % Monthly return on investment 20 to 30 % Monthly return on investment 30 to 40 % Monthly return on investment

7. Your yearly income by all sources

More than 10 lakh 5 to 10 lakh 3 to 5 lakh Below 3 lakh

8. Your existing investment / assets

2-5 lacs 5 to 10 lakh Below 2 lakh More than 10 lakh

9. Your risk tolerance capacity, in terms of loss in your investment amount which You can bear

less than 20 % on your investment amount More than 40 % on your investment amount 30 to 40 % on your investment amount 20 to 30 % on your investment amount

10. The % of borrowing fund on your total investment amount

30 to 40 % on your investment amount 20 to 30 % on your investment amount Less than 20 % on your investment amount More than 40 % on your investment amount

11. What is the size of your emergency fund

less than 1 month 1-3 month income 3-6 month income More than 6 month

12. How secure is your current and future income from sources such as salary, pensions or other investments?

Not Secure Somewhat Secure Fairly Secure Very Secure

13. What is your practice on saving money

I don't believe in saving. I'd like to save, but my expenses and other fincial commitments do not permit me to I try to save whenever and wherever possible. I save 15 percent or more of my take-home salary without exception.

14. You are fincially responsible for

Only Yourself 1 other person in your household besides yourself Between 2 and 3 other persons besides yourself. Between 4 and 5 other persons besides yourself

15. Which of the following statements would best describe your level of knowledge as an investor

I don't understand investment terminology at all. I am a proficient investor who's able to explain concepts such as EVA, beta and hedging. I know how to identify and invest in mutual funds and secondary market debentures. I understand investment principles and trade shares in the secondary market.

16.What is your expected rate of return from your investments?

Potential return of 6% per annum. Potential return of 10% per annum. Potential return of 12% per annum. Potential return of 15% per annum. Potential return of more than 15% per annum.

17. What is the status of your accomodation? (Those who own a house, choose from last two options only.)

I stay with my parents/ spouse. I live in company accomodation. I live in an apartment that I have rented. I own a house but am saving to buy a better house. I own as good a house that I would ever want to.

18. You have saved a long while to buy a car. A week before you buy the car, you lose your job. You.

postpone your purchase. buy a new car but do not buy the expensive car you have saved for. go ahead with your purchase plan and buy the expensive new car. buy the car and go on a one week vacation to celebrate the new purchase.

Your Total Score

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Note : Clients with Long term Investment goal as investment objectives are not accepted at Manthan Stocks

Risk Profile

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