Risk Assessment Form

Suitability Assessment  ·  Equity & Market-Linked Instruments
FORM REF:
GENERATED:
01

Age & Life Stage

Which age band do you fall into?

02

Investment Horizon

Over what period will these funds most likely remain invested before withdrawal?

03

Financial Capacity

How would you describe your net worth relative to your annual expenses?

04

Income Stability

How stable and predictable is your primary income source?

05

Liquidity Needs

Do you maintain an emergency fund, and how soon might this capital be needed?

06

Liabilities & Debt Burden

What proportion of your monthly income goes toward EMIs / debt obligations?

07

Investment Knowledge & Experience

How would you rate your understanding of, and past experience with, market-linked instruments?

08

Behavioural Risk Tolerance

If your portfolio fell 25% in value over three months due to a market correction, what would you most likely do?:

09

Investment Objective

What best describes your primary investment objective?

10

Existing Portfolio Allocation

What is your current allocation to equity / equity-linked instruments (direct equity, equity MF, AIF, PMS)?

Please answer every question above before submitting the form.

This assessment is a systematic aid to gauge risk capacity and risk tolerance based on client-provided responses and does not constitute investment advice on its own. Final asset allocation should account for scheme-specific risk-o-meter ratings, applicable AMFI / SEBI suitability norms, and the advisor's professional judgement. Scores and bands are indicative and should be reviewed periodically, particularly following material changes in the client's financial situation.