Risk Profile | Indica Investment

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INDICA INVESTMENTS
MUTUAL FUND DISTRIBUTORS
Risk Profile (for Individual Clients)

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1. What age range do you belong ?

2. Which annual income bracket do you belong ?

3. What percentage of your Monthly / Annual income can you save?

4. You provide financial support to

a) Non- Working spouse, children & parents

b) Working spouse, children & parents

c) Non- Working spouse, children

d) Working spouse and children

e) Only yourself and or working spouse

5. What is the current market value of your net worth ( please consider all your assets & subtract from the total the sum of your debts and liabilities) ?

a) Less than Rs.50 lakhs

b) Between Rs.50 lakhs --- 1 Crore

c) Between Rs. 1 Crore --- 3 Crore

d) Between Rs. 3 Crores ---5 Crores

e) More than Rs 5 Crores

6. What is the horizon you want to invest for?

7. How familiar are you with financial markets?

a) Have no idea about financial markets

b) Have very basic idea about investing & no experience, I understand the risks and basic investments concepts like diversification

c) Have a fair knowledge & experience, have invested on my own and understand the risk and return characteristics of different assets classes.

d) Have thorough knowledge & experience with most investment avenues.

e) Fully understand and have enough experience as I am investing with some other investment Advisor/ Mutual Fund Distributor

8. What is your present investment pattern?

a) No investments

b) Only in FD, PPF, Post Office etc

c) Mainly in FD and a portion in Debt & Equity Mutual Fund

d) Mainly Equity Mutual Fund

e) Mainly Direct Equity (stocks)

9. How would you describe yourself as a risk-taker?

a) Very averse to risk

b) Low risk capability

c) Can take moderate calculated risks

d) Can take risks for higher return

e) Willing to take high risk for aggressively higher return

10. Describe your Risk Range. Upto what level of loss in a year will not make you uncomfortable.

11. Volatility is a common feature in all investments, but you bear with it for higher returns. To what extend are you willing to experience shorter- term volatility to generate higher returns?

a) Cannot bear any volatility

b) Comfortable with investments that have some volatility

c) Little uncomfortable seeing my investments fluctuate.

d) Somewhat comfortable, assuming there is a limit to the volatility.

e) Comfortable. I understand higher returns may come with risk or fluctuation in the short term.

12. If a few months after investing, the value of your portfolio goes down due to market decline by 20%, what would you do?

a) Sell completely. Capital preservation is primary objective.

b) Shall exit whenever your purchase price returns.

c) Would give your investments a little more time.

d) Retain fully, you are OK with volatility and accept decline in portfolio value as a part of investing.

e) Buy more to bring down the average buying price and not bothered by notional losses.

Risk Tolerance Score: Option

a) 2

b) 4

c) 6

d) 8

e) 10

SCORE	OPTION	PORTFOLIO RISK CATEGORY
24	A	Conservation Portfolio (Low)
Between 24-48	B	Balanced Portfolio (Moderate)
Between 48-72	C	Aggressive Portfolio (High)
Between 72-96	D	Moderate Aggressive Portfolio (Moderate High)
Between 96-120	E	Very Aggressive Portfolio (Very High)

RISK TOLERANCE SCORE( TOTAL )
120

As per the above Risk Profile category calculation, my case falls in category ( ) and I would like to operate in my category. But I would like to operate in category ( ) at my own risk.

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9781396220, 9815945474

support@indicainvestmentservices.com

INDICA INVESTMENTS
MUTUAL FUND DISTRIBUTORS
Risk Profile (for Individual Clients)

(Please tick on the releveant box)

9781396220, 9815945474

support@indicainvestmentservices.com

INDICA INVESTMENTS MUTUAL FUND DISTRIBUTORS Risk Profile (for Individual Clients)

(Please tick on the releveant box)

INDICA INVESTMENTS
MUTUAL FUND DISTRIBUTORS
Risk Profile (for Individual Clients)