1. What is your age group?
Above 60 Years
2. What is your marital status?:
3. Occupation / Primary Source (please select the appropriate)?
4. Secondary Source of Income (Except Primary Source)?
5. Gross Annual Income?
Below 2 Lacs
10- 15 Lacs
Above 25 Lacs
6. How many dependents do you financially support? / You are financially responsible for?
One other person besides yourself
Between Two to Three other persons besides yourself
Between Four to Five other persons besides yourself
More than Five other persons besides yourself
7. What percentage of monthly income is allocated to pay off debt (all EMIs)?
Between 20% - 35%
Between 35% - 45%
8. What is the total value of the Assets that you own?
Below 3 lacs
3 to 10 lacs
10 to 30 lacs
Above 30 lacs
9.How secure is your current and future income from all sources?
Between Somewhat Secure
10.How long have you been investing?
Below 1 Year
1 to 3 Years
Above 3 Years
11.Which of the following best describes your investment objective?
A regular stream of stable income
A combination of income and capital growth
High capital appreciation
12.Proposed Investment Amount from Own Fund?
Below 1 Lacs
1 to 2 Lacs
2 to 5 Lacs
Above 5 Lacs
13.Trading experience in below segment?
14.Are you aware about Derivative (Eqity Derivative/Commodity Derivative) Market?
Yes, I am aware about this
I am having knowledge & doing trade on regular basis
I am fully understand the Derivative Market
I do not have knowledge but having access to trade in derivative in my Demat A/c
15.How well do you understand investing in the markets?
I am a novice. I don't understand the markets at all
I have basic understanding of investing. I understand the risks and basic investment concepts like diversification
I have an amateur interest in investing. I have invested earlier on my own. I understand how markets fluctuate and the pros and cons of different investment classes
I am an experienced investor. I have invested in different markets and understand different investment strategies. I have my own investment philosophy
16. What would you do if there is a drop of in value in one of your investments?
I do not wish to hold on to any investments at a loss and will sell the investments immediately even if the drop in value is small
I will sell the investments if the drop in value is large
I will not sell the investments regardless of the drop in value as I would like to wait for the investment to recover in value
I will not sell the investments regardless of the drop in value and will buy more to capitalize on the cheaper price
17.Preferred Investment Type?
Short Term Positional
Long Term Positional
18.What is your Investment horizon? How long can you keep your money invested in the market before needing access to it?
0 to 6 Months
7 to 12 Months
13 Months to 24 Months
More than 24 Months
19. What is the total value of the Liabilities/Borrowings you have?
Below 3 Lacs
3 to 10 Lacs
10 to 30 Lacs
Above 30 Lacs
20. How much percentage of loss you can bear on your investment?