Risk Form

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What is your Date of birth ? :

Gender ? :

What is your Age Group ? :

Under 35Under 4546-5555-6060+

Investment Goal ? :

capital appreciationregular incomecapital appreciation and regular income

Proposed Investment amount ? :

500001 Lac1-2 Lacs2-5 lacs5 Lacs

Preferred Investment type ? :

short time positionallong termintraday

Gross annual income details ? :

below 1 lac1-5 lacs5-10 lacs10-25 lacs25 lacs

Market Value of portfolio held? :

1 lacs1-2 lacs2-5 lacs5 lacs

Experience in market products ? :

extensivemoderatelessvery lessno experience

Client Signature (Only jpg,png,jpeg Format File):

Investment Experience ? :

3 years3-5 years6-10 years10 years

Primary Source ? :

salarybusiness

Secondary Source ? :

royaltiesrentaldividendnone

Occupation ? :

private sector servicepublic sectorbusinessgovernment sectorprofessionalagriculturistretiredhousewifeother

How many dependents do you financially support ? :

nonebetween 1-34+

What is size of emergency funds ? :

do not have1 month income1-3 months income3-6 months income6 months income

What is your experience with equity investments ?:

Extensive experiencemoderate experiencevery lessno experience

What is your experience with Commodity investments ?:

Extensive experiencemoderate experiencevery lessno experience

What is your experience with investments in past ?:

very goodgoodmoderatebadvery bad

Risk Tolerate ? :

highmediumlow

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

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

What percentage of monthly income is allocated to pay off debt ?:

nonebetween 0-20%between 20-35%between 35-50%50%

Please Selects, if applicable, for any of your authorized signatories/ Promoters/ Partners/ Karta/ Trustees/ whole time directors

Authorised Signature (Only jpg,png,jpeg Format File):

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The information received by subscribers is for their personal use. Investing involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress. Nothing contained herein should be construed as a warranty and guarantee of investment results. All risks, losses and costs associated with investing, including total loss of principal, are your responsibility. It is possible that Investment Models, Inc., may have a position in stocks or funds discussed within this site or in correspondence sent to clients. All information provided or contained in this Web site is the property of Investment Models, Inc., and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Investment Models, Inc. All rights reserved.