Q.1 The age group you belong to:

• Less than 30 Years
• Between 31-40 years
• Between 41-55 years
• Between 56-60 years
• Above 60 years

Q.2 What is your primary goal for funds invested through us?

• Periodic/Regular Income
• Buying a house/land
• Child's Education
• Retirement
• Long Term capital appreciation

Q.3 What is your Investment horizon? How long can you keep your money invested in equities before you plan to withdraw?

• Up to 2 years
• 2-3 years
• 3-5 years
• 5-10 years
• 10 years and more

Q.4 How well do you understand investing in equity markets?

• I have no investment experience and very limited understanding of equity market.
• I have basic knowledge of investments and understand key concepts like risk and diversification.
• I have invested on my own and understand market fluctuations and different asset classes.
• I am an experienced investor familiar with multiple products and strategies.
• I have advanced market knowledge, actively track markets, and evaluate investment strategies.

Q.5 My current and future income sources (example: salary, business income, investment income, etc.) are:

• Very unstable
• Unstable
• Somewhat stable
• Stable
• Very Stable

Q.6 From the following 5 possible investment scenarios, please select the option which defines your investment objective?

• Principal Protection
• I can consider a Loss of 4% if the possible Gains are of 10%
• I can consider a Loss of 8% if the possible Gains are of 20%
• I can consider a Loss of 15% if the possible Gains are of 30%
• I can consider a Loss of 25% if the possible Gains are of 50%

Q.7 If your investment outlook is long-term (more than five years), how long will you hold on to a poorly performing portfolio before cashing in?

• Cash-out immediately on erosion of capital
• I'd hold for 3-6 months
• I'd hold for one year
• I'd hold for up to two years
• I'd hold for more than two years

Q.8 How would you prefer to invest your money to meet your future investment objectives?

• I prefer fully guaranteed investments that protect my capital, even if returns are low.
• I prefer stable investments with minimal risk and modest returns.
• I prefer a balanced approach with steady growth and moderate risk to beat inflation.
• I prefer growth-oriented investments with higher risk for potentially higher returns.
• I prefer aggressive investments with significant volatility in pursuit of maximum long-term returns.

Q.9 If a few months after investing, the value of your investments declines by 20%, what would you do?

• Exit all investments immediately to prevent further losses.
• Reduce exposure and shift funds to safer investments.
• Stay invested but monitor closely, hoping for recovery.
• Remain invested, accepting volatility as part of long-term investing.
• Invest additional funds to average down, confident in long-term prospects.

Risk Form