Risk Profiling

01

Investor details

Enter the investor's personal and contact information.

Applicant name*PAN / PEKRN*Mobile number*Date of birth*Email ID*

Profiling type*

NewRe-profiling

02

Risk profiling questionnaire

Select one answer for each question. Each response carries a score that contributes to the overall risk profile.

1

What is your current age bracket?

2

How would you describe the stability of your current and future income?

(a) Very stable and secure10 pts(b) Stable but subject to minor fluctuations8 pts(c) Somewhat variable6 pts(d) Highly variable4 pts(e) Retired / No regular source of income2 pts

3

What portion of your monthly income goes towards household expenses and loan EMIs?

4

What is your investment time horizon for this proposed investment?

03

Risk assessment & profile

Your total score determines the assessed risk category. An investor may choose a lower risk profile.

Total score obtained

8–40/ 40

0 of 4 questions completed

Assessed risk profile

Complete all questions

Your result will appear here.

Risk score distributionLive calculation

Conservative
8–14Mod. conservative
15–22Moderate
23–30Mod. aggressive
31–36Aggressive
37–40

Question-wise score breakdown

What is your current age bracket?—

How would you describe the stability of your current and future income?—

What portion of your monthly income goes towards household expenses and loan EMIs?—

What is your investment time horizon for this proposed investment?—

Preferred lower risk profile (optional)

Only profiles below the assessed risk category are offered. This preference does not change the calculated score.

04

Investor declaration & signatures

Confirm the declaration and capture the typed investor and distributor details for the PDF record.

I hereby declare that the information furnished in this questionnaire is true and complete to the best of my knowledge. I understand that the risk profile is based on the information provided by me and may change if my financial circumstances, objectives or risk appetite change. I will inform my Mutual Fund Distributor of any material change. I understand that this assessment is for client risk profiling and does not assure returns or constitute a recommendation of any specific investment product.

I have read and accept the investor declaration above.

Investor signature (type full name)*Mutual Fund Distributor nameDistributor ARN