This form would help us understand your risk taking abilities and your financial responsibilities by answering few questions.

Which of the following best describes the current stage of your life?
How familiar are you with investment matters?
How long have you been investing, not counting your own home or bank type deposits?
How long would you invest the majority of your money before you think you would need access to it? (Assuming you already have plans in place to meet short term cashflow and/or emergencies.)
In some instances, tax savings can be obtained from investments but this means taking on more risk. Which of the following statements best describes your goal for investing?
Assume you had an initial investment portfolio worth INR 100,000. If, due to market conditions, your portfolio fell to INR 85,000 within a short period, say a month, would you: (If your portfolio has experienced a drop like this, choose the answer that corresponds to your actual behaviour.)
If the value of your investments fell to INR 60,000 over the next 12 months, would you: (If your portfolio has experienced a drop like this, choose the answer that corresponds to your actual behaviour.)
The table below shows the highest one-year gain and highest one-year loss on four different hypothetical investments of INR 100,000. Given the potential gain or loss in any one year, where would you invest your money?
Investment Portfolio A B C D
Highest Gain INR 15,000 INR 20,500 INR 26,600 INR 31,300
Highest Loss INR -2,400 INR -6,400 INR -11,000 INR -14,600
Which one of the following statements describes your feelings towards choosing an investment?
How secure is your current and future income from sources such as salary, pensions or other investments?
Apart from your home, have you ever borrowed money to make an investment
Would you consider borrowing money to make an investment?