Financial Independence Services

Financial Independence Services

Risk Profiling

Email address *

Full Name * settings

Contact Number * settings

Pan Number * settings

Marital Status * settings

Primary Source of Income * settings

Salary

Business

Pension/PF - Retired

Dependent on other

Secondary Source of Income * settings

Dividend

Rental

Others

None

Annual Income Range * settings

Between Rs.2.5 Lakhs to Rs. 5 Lakhs

Between Rs. 5 Lakhs to Rs. 10 Lakhs

Between Rs. 10 Lakhs to Rs. 20 Lakhs

More then Rs. 20 Lakhs

Your Proposed Investment Amount * settings

Less than 2 Lakhs

2 to 5 Lakhs

5 to 10 lakhs

More than 10 Lakhs

Market Value of portfolio held* * settings

<1 lacs

1-2 lacs

2-5 lacs

> 5 lacs

Select the investments you currently own * settings

Equity & Equity Mutual Funds

Debt & Debt Mutual Funds

Other (PMS/AIF/Real Estate) Products

FD & Savings Account

Value of Liabilities/Borrowings as on date * settings

Below 5 Lakhs

5 to 10 Lakhs

10 to 20 Lakhs

Above 20 Lakhs

Portion of income allocated to paying off debts/EMIs * settings

Below 15 percent

15 to 30 percent

30 to 50 percent

Above 50 percent

Objective of Investment * settings

Regular Income Growth

Higher returns on investment with some losses in short term

Long term value creation with chances of higher short-term losses

Capital growth/appreciation consistently with a moderate volatility

What is your Investment Horizon? * settings

Less than 2 years

2 to 5 years

5 to 10 years

More than 10 years

What if your investment is down by more than 15% * settings

Invest more

Keep investments as they are

Sell and preserve cash

Wait till the market recovers and then sell

Age Group* * settings

18 to 30

31 to 45

46 to 60

60+

How many dependents do you financially support ?* * settings

None

Between 1-3

4+

SCORE * settings

Scores settings

Signature * settings

Declaration * settings

I hereby declare that the above mentioned information provided by me are true and accurate, further the above mentioned information shall be considered as the updated one and be used for analysing my risk capacity and I shall be solely responsible for it in case any discrepancy arises.

Terms & Conditions * settings

I accept all Terms & Conditions of financialindependence.co.in/terms-conditions/

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