The following questionnaire has been prepared to help you consider the various investment risks and to understand how they impact your personal circumstances. The questions define your attitude to security and the level of risk you are prepared to accept for your investments.
Please take the time to answer these questions as they will assist your financial adviser to develop an appropriate investment strategy that will meet your financial and lifestyle objectives.
Q.1 Which of the following best describes you?
You may have few financial burdens. Ready to accumulate wealth for future short term and long term goals.
You may have a home loan and childcare costs and currently maintain only small cash balances.
You are in your peak earning years and your loans & liability are under control.
You majorly rely on existing funds and investments to maintain your lifestyle post retirement.
Your Risk Profile Score & Indicative Investor Category
Your Risk Profile score is
For you indicative Risk Profile is
Score 7 - 19 Conservative You are a conservative investor who does not wish to take any investment risk. Your priority is safety of your investment capital. You are willing to sacrifice higher returns for peace of mind.
Score 20 - 35 Moderate You are a balanced investor with some understanding of investment & market behavior. You may very likely accept some short term risk to your capital. You do not wish to see your entire capital get eroded by tax and inflation and areprepared to take a small short term risk in order to gain long term capital growth.
Score 36 - 49 Aggressive You are an growth oriented investor who understands the movement of financial markets. You are most interested in maximising long term capital growth, although you do not wish to make unbalanced investment decisions. You are happy to sacrifice short term safety in order to maximise long term capital growth.
Score 50 + Very Aggressive You are an aggressive investor. You are prepared to face market fluctuations in pursuit of the maximum long term capital growth of investments. You have good understanding of the behavior of financial markets and closely watch the performance of various investments options.
Kalpajit Investments Private Limited
(Formerly known as Kalpana Investments)
B-1 Dream Presidency, Near P E School, Vidya Nagari Jail Road,
Nashik Road, Nashik- 422101.
You expressly agree the use of the service is at your sole risk. The service is provided on an "as is" and "as available" basis. www.kalpajit.com expressly disclams all warranties of any kind, whether express or implied, including, but not limited to the implied warranties of merchantability, fitness for a particular purpose and non-infringement. www.kalpajit.com makes no warranty the services will meet your requirements, or the services will be uninterrupted, timely, secure, or error free. Nor does www.kalpajit.com make any warranty as to the results that may be obtained through the service or that defects in the software will be corrected. You understand and agree any material and/ or data downloaded or otherwise obtained through the use of the service is done at your own discretion and risk and you will be solely responsible for any damage to your computer systems or loss of data that results from the download of such material and/ or data. www.kalpajit.com makes no warranty regarding any goods or services purchased or obtained through the service or any transactions entered into through the service. No advice or information, whether oral or written, which you obtain from www.kalpajit.com or through the service shall create any warranty not expressly made herein.
You acknowledge that www.kalpajit.com site may contain links to other web sites operated by third parties ("linked sites"). You acknowledge that, when you click on a link to visit a linked site, a frame may appear that contains the www.kalpajit.com logo, advertisements and/ or other content selected by www.kalpajit.com. You acknowledge that www.kalpajit.com and its sponsors neither endorse nor are affiliated with the linked site or any link contained in a link site, or any changes or updates to such sites. You also acknowledge that www.kalpajit.com is providing these links to you only as a convenience.
www.kalpajit.com does not endorse in anyway any advertisers/ contents of advertisers on its webpages. Please therefore verify the veracity of all information on your own before undertaking reliance and actioning thereupon. www.kalpajit.com shall not be responsible nor liable for any consequential damages arising on account of your relying on the contents of the advertisement.