Risk Profile

Your Name :-

Contact Number :-

Email ID :-

PAN Number :-

Date of Birth :-

Gender :-

Marital Status :-

Segment :-

1. What is your age group?

2. What is your occupation?

3. Your involvement on trading

4. You spend time (Experience) in market

5. Chose your desired time period for investment

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

7. Your yearly income by all sources

8. Your existing investment / assets

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

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

11. What is the size of your emergency fund

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

13. What is your practice on saving money

14. You are fincially responsible for

Your Total Score

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

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