Risk Analysis

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Full Name:

PAN NO. :

Mobile Number:

Services:

1) What is your Age Group?:

SelectUnder 35Under 4546-5555-6060+

2) Investment Goal? :

SelectCapital AppreciationRegular IncomeCapital Appreciation and Regular Income

3) Proposed Investment Amount? :

Select<1 lacs1-2 lacs2-5 lacs>5 lacs

4) Preferred Investment type? :

Short term PositionalLong term PositionalIntraday

5) Gross Annual Income details? :

SelectBelow Rs 1 Lac1-5 Lac5-10 Lac10-25 Lac>25 Lacs

6) Sources of Income? :

SelectSalaryBusinessProfessionalSelf Employeed

SelectRoyaltiesRentalDividendOthers Specify

7) Market Value of portfolio held :

Select<1 lacs1-2 lacs2-5 lacs5 lacs

8) Investment Experience? :

Select< 3 years3-5 years>5 years

9) Experience in Market Products :

CommodityStockDerivatives StocksForexAll

10) How many dependents do you financially support ?:

SelectNone<Between 1-34+

11) What is the size of your emergency fund? :

Selectdo not have<1 month income1-3 months income3-6 months income>6 months income

12) What is your experience with equity investments ? :

SelectExtensive experience<Moderate experienceVery less experienceNo experience

13) What is your experience with Commodity investments ? :

SelectExtensive experience<Moderate experienceVery less experienceNo experience

14) What is your experience with Forex investments ? :

SelectExtensive experience<Moderate experienceVery less experienceNo experience

15) What is your experience with investments in past ? :

SelectVery GoodGoodModerateBadVery Bad

16) What is your preference W.R.T securities with low risk, low return over high risk, high return?:

Strongly preferPreferIndifferentDo not preferStrongly do not prefer

17) When market is not performing well do you prefer to buy risky investments and sell less risky investments? :

Strongly preferPreferIndifferentDo not preferStrongly do not prefer

18) Risk Tolerance Ratio?:

HighMedium

19) What percentage of monthly income is allocated to pay off debt [all EMIs]? :

SelectNoneBetween 0% -20%Between 20% - 35%Between 35% - 50%>50%

20) Occupation (please select the appropriate)? :

SelectPrivate SectorPublic SectorGovernment SectorBusinessProfessionalAgriculturistRetiredHousewifeStudentTraderDealersOthers

21) Are you any of the following, or are directly or indirectly related to any of the following? :

SelectCivil ServantPoliticianCurrent or former head of state)Bureaucrat (Tax authorities, Foreign Services, IAS etc),Current or former MP/MLA/MLCConnected to MediaConnected to any company/promoter group/ group of companies listed on any stock exchange

Clients with Long term Investment goal or capital appreciation as investment objectives are not accepted at MCX Advisory.