Risk Profile - MoneyTriton

Your Full Name

Gender

Male Female

Mobile number:

Email Address:

City:

State:

Services

1. What is your Age Group?

Category	Weight Allotted
Under 35	1
36-45	2
46-55	1.5
55-60	0.5
60+	0

2. What is your marital status?

Married Unmarried

Investment objective including time duration.

3. Investment objective?

Category	Weight Allotted
To grow aggressively	1.5
To grow significantly	1
To grow moderately	0.5
To grow with caution	0

4. How long do you want to stay invested into market investment?

Category	Weight Allotted
0-6 Months	1.5
7-12 Months	1
13-24 Months	0.5
>24 Months	0

5. Proposed Investment Amount

Category	Weight Allotted
< 1 lacs	0
1-2 lacs	0.5
2-5 lacs	1
>5 lacs	1.5

6. Preferred Investment type

Category	Weight Allotted
Short term Positional	0.5
Long term Positional	0
Intraday	1

Occupation and Income details

8. Gross Annual Income details:-

Category	Weight Allotted
Below 1 lac	0
1-5 lacs	0.5
5-10 lacs	1
10-25 lacs	1.5
>25 lacs	2

9. Sources of Income

A. Primary Source	B. Secondary Source
Salary	Royalties
Business	Rental
	Dividend
	Others Specify

Existing Investment and Assets

10. Market Value of portfolio held?

Category	Weight Allotted
< 1 lacs	0
1 - 2 lacs	0.5
2 - 5 lacs	1
> 5 lacs	1.5

11. What percentage of total net worth you are investing in this Investment Program?

Category	Weight Allotted
Less than 25%	0
26% - 50%	0.5
51% - 75%	1
76% - 100%	1.5

Risk appetite and tolerance

12. What degree of risk have you taken with your past investment decisions?

Category	Weight Allotted
High	2
Medium	1
Low	0

13. What degree of risk do you wish to take with your future financial decisions?

Category	Weight Allotted
High	2
Medium	1
Low	0

14. Which of these statements would best describe your attitudes towards performance of this investment?

Category	Weight Allotted
I don't mind if I lose money	1.5
I can tolerate some losses	1
I'd have a hard time tolerating any losses	0.5
I need to see at least some return	0

15. What is the size of your emergency fund?

Category	Weight Allotted
Do not have	0
< 1 month income	0.5
1-3 months income	1
3-6 months income	1.5
> 6 months income	2

Liability and borrowing details

16. How many dependents do you financially support?

Category	Weight Allotted
None	2
1-3	1
4+	1

17. Which of these is your liability in future?

Child marriage
Child education
Others

18. What percentage of monthly income is allocated to pay off debt [all EMIs]?

Category	Weight Allotted
None	2
0% -20%	1.5
20% - 35%	1
35% - 50%	0.5
> 50%	0

Past experience

19. Investment Experience Category

Category	Weight Allotted
< 3 years	2
3-5 years	1
>5 years	0

20. Experience in market products

21. What is your experience with market products in past?

Category	Weight Allotted
Very Good	2
Good	1.5
Moderate	1
Bad	0.5
Very Bad	0

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