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Dear Trader/Investor,

Clients' financial risk tolerance - attitudes, values, motivations, preferences and experiences, is measured with a risk profile. The risk profile questionnaire helps in understanding the risk tolerance level as well as time horizon in investing. The questionnaire is designed to show which type of investment approach may suit you best. Each answer would be given a point. The total score would suggest the appropriate risk profiling and risk assessment and suitability of service for you.

Investment involves risk. The price of securities may go down as well as up, and under certain circumstances an investor may sustain a total or substantial loss of investment. Past performance is not necessarily indicative of the future or likely performance . Investors should read the relevant information document/ statement of additional information and do your own further research before making your investment decisions. An Investor should make an appraisal of the risks involved in investing in these products and should consult their own independent and professional advisors, to ensure that any decision made is suitable with regards to their circumstances and financial position.

Our advice: There are not any right or wrong answers, please follow your instincts and answer the questions. Please answer the following questions by selecting only one response to each question

IMPORTANT: Before making any investment decisions, it important to understand your attitude towards risk. This helps identify an appropriate mix of investments that you are comfortable with. The Wealth N Value Investment Advisers Risk Profiling Tool will help you understand your ability to bear risk and identify the asset classes to match your investment needs

NOTE :- All fields are mandatory.

(A) Under 35
(B) 36-45
(C) 46-55
(D) 55-65
(E) 65+
(A) Married
(B) Unmarried
(A) Private sector service
(B) Public sector
(C) Government sector
(D) Business
(E) Professional
(F) Agriculturist
(G) Retired
(H) Housewife
(I) Student
(J) Dealers
(K) Others

(A) Primary Source

(B) Business

(B) Secondary Source

(B) Rental
(C) Dividend
(D) Others
(E) None
(E) Capital Appreciation
(F) Regular Income
(G) Capital Appreciation and Regular Income
(A) Short term Positional
(B) Long term
(C) Intraday
(A) <2 lacs
(B) 2-5 lacs
(C) 5-10 lacs
(D) >10 lacs
(A) < 2 lacs
(B) 2-5 lacs
(C) 5-10 lacs
(D) >10 lacs
(A) < 2 lacs
(B) 2-5 lacs
(C) 5-10 lacs
(D) >10 lacs
(A) < 2 Years
(B) 2-5 Years
(C) >5 Years
(A) Extensive experience
(B) Moderate experience
(C) Very less experience
(D) No experience
(A) Extensive experience
(B) Moderate experience
(C) Very less experience
(D) No experience
(A) Extensive experience
(B) Moderate experience
(C) Very less experience
(D) No experience
(A) Very Good
(B) Good
(C) Moderate
(D) Bad
(E) Very Bad
(A) Commodity
(B) Stock
(C) Derivatives Stocks
(D) Forex
(E) All
(A) Do not have
(B) < 1 month income
(C) 1-3 months income
(D) 3-6 months income
> 6 months income
(A) Strongly prefer
(B) Prefer
(C) Indifferent
(D) Do not prefer
(E) Strongly do not prefer
(A) Strongly prefer
(B) Prefer
(C) Indifferent
(E) Do not prefer
(F) Strongly do not prefer
(A) High
(B) Medium
(C) Low
(A) None
(B) Between 0% -20%
(C) Between 20% - 35%
(D) Between 35% - 50%
(E) > 50%
(A) less than a month
(B) 1-6 months
(C) 6-12 months
(D) beyond 12 months
(A) Not Secure
(B) Somewhat Secur
(C) Fairly Secure
(D) Very Secure
(A) Not familiar at all With Investment and feel uncomfortable wrth Complexity
(B) Very Familiar. I Use Research to make investment decision. I understand various factors which Influence investment performance
(C) Some what familiar. I don't fully understand Investments
(D) Fairly Familiar. I understand the various factors which influence investment performance
(A) Average your cost by investing another Rs 1,00,000 at a lower price
(B) Do not bother because you had done enough research on the company
(C) Book your loss and invest in fixed deposrts or bonds.
(D) Hold on till the share comes back to your cost price and sell It.
(A) Reckless ( I don't mind If I lose money )
(B) Willing to take evaluated risks (I can't tolerate a some loss)
(C) Low risk talking capability. (I'd have a hard time tolerating any losses)
(D) Extremely averse to risk. (I need to see at least some return)
(A) About manage to make ends meet; no monthly savings
(B) PF and other employment benefits are my only source of savings
(C) Put aside at least 10% of my income every month in savings
(D) Put aside at least 30% of my income every month in savings
(E) Income from my wealth more than adequately provides for my cost of living
(A) Civil Servant
(B) Politician
(C) Current or former head of state
(D) Bureaucrat (Tax authorities, Foreign Services, IAS etc)
(E) Current or former MP/MLA/MLC
(F) Connected to Media
(G) Connected to any company/promoter group/ group of companies listed on any stock
(H) Other
Date :-


In setting up an investment portfolio suitable for you, your financial adviser will ask you a series of questions about your financial and lifestyle goals. Using this information, plus details of your current assets, liabilities and income, your adviser can determine what level of risk or exposure you are prepared to tolerate in relation to fluctuations in the marketplace - and the level that makes sense for your stage in life. From this, an appropriate mix of assets can be allocated to your investment portfolio.

Indicative Investor Profile Score Description
Aggressive Investor 81-140 As an Aggressive Investor you are ready to take higher risk expecting greater returns. This is a result of your urge to get more income and capital growth. You are well place to recover from unforeseen market at downturns either because you have time on your side or access to capital returns.
Moderate Investor 51-80 As a Moderate Investor your portfolio should have a bias towards capital growth and a little need of income. You are prepared to accept higher degree of volatility and risk. Your primary concern is accumulating assets over the medium to long terms.
Low Risk Investor 0-50 As a Low Lisk Investor your Investment portfolio is focused on Preservation of capital and current income .Your primary concern is capital protection and avoiding high risk investment.


The information received from subscribers is for our personal use. Investing involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress. Nothing contained herein should be construed as a warranty and guarantee of investment results. All risks, losses and costs associated with investing, including total loss of principal, are client responsibility.

Note* : This is a computer generated form does not require signature.