Full name:
Email:
Mobile number:
What is your current Age? Select Age Less than or equal to 30 years 31 to 40 years 41 to 50 years 51 to 60 years Older than 60 years
Your current annual income ranges between: Select Income Up to Rs 3 lakh Rs 3 lakhs to Rs 5 lakh Rs 5 lakh to Rs 10 lakh Rs 10 lakh to Rs 25 lakh Rs 25 lakh to 50 lakh Rs 50 lakh and above
How many dependents do you have? Select Dependents None 1 2 3 4 or above
Which Financial assets have you invested in earlier or currently hold?
How long would you like to typically stay invested? Select Duration 1-3 years 3–5 years 5-7 years 7-10 years 10 years and above
What is your primary Goal while making investments? Select Primary Goal Protection of capital Regular Income Returns above inflation Capital Appreciation
When you think of the word "risk" in a financial context, which of the following words comes to mind first? Select your thinking Danger Uncertainty Opportunity Thrill
Which of these statements best describe your attitude about the next three years’ performance of an investment? Select Expectation I need to see at least a little return I'd have a hard time tolerating any losses I can tolerate only a small loss I don’t mind for marked to market loss for short to medium term
How easily do you adapt when things go wrong financially? Select Adaptability Very uneasily Somewhat uneasily Somewhat easily Very easily
Compared to others, how do you rate your willingness to take financial risks with your investments? Select Willingness Very low risk taker Low risk taker Average risk taker High risk taker Very high-risk taker
Most investment portfolios have a mix of investments - some of the investments may have high expected returns but with high risk, some may have medium expected returns and medium risk, and some may be low-risk/low return. (For example, stocks and real estate would be high-risk/high-return whereas cash and bank fixed deposits would be low-risk/low-return.)
Which mix of investments do you find most appealing? Refrence to the above table, would you prefer all low risk /low-return, all high-risk/high-return, or somewhere in between? Select Portfolio Portfolio 1 Portfolio 2 Portfolio 3 Portfolio 4 Portfolio 5
The above mentioned Risk Profiling form is for Investors of GOYAMA FINANCIAL SERVICES under ARN code ARN-95748 AMFI Registered Mutual Fund Distributor.