Q.1 Which of the following best describes you?

Single

You may have few financial burdens. Ready to accumulate wealth for future short term and long term goals.

Young Family

You may have a home loan and childcare costs and currently maintain only small cash balances.

Mature Family

You are in your peak earning years and your loans & liability are under control.

Retired

You majorly rely on existing funds and investments to maintain your lifestyle post retirement.

Q.2 How familiar are you with investment matters?

You are not very familiar when it comes to investments.

You are somewhat familiar.

You don’t fully understand investments, including the share market.

You are fairly familiar.

You understand the various factors which influence investment performance.

You are very familiar.

You use research and other investment information to make investment decisions. You understand the various factors which influence investment performance.

Q.3 How long would you invest the majority of your money, before you think you would need access to it? (Assuming you already have plans in place to meet short term cash flow)

In 3 years or less

Within 5 - 7 years

Within 8 - 10 years

10+ years

Q.4 In the event of a short term market crisis or sharp fall in interest rates you will?

Not panic as my investment horizon is for a long term and I will hold on to the same.

I will analyse my investments and prefer to switch the funds if possible.

I will invest more as this is the right opportunity to take benefit of lower price advantage.

I will panic and will try to exit from the investment.

Q.5 In case of a personal financial crisis/emergency you generally?

Use money from existing bank savings or cash in hand for emergencies

Will prefer to borrow from a friend or relative or bank

Will look for partial liquidity options or loans from my existing investments

Exit from my investments and use the money to meet the emergency

Q.6 Which of the following portfolios is most consistent with your investment philosophy?

Portfolio 1 will most likely exceed long-term inflation by a significant margin and has a high degree of volatility.

Portfolio 2 will most likely exceed long-term inflation by a moderate margin and has a moderate to high degree of volatility.

Portfolio 3 will most likely exceed long-term inflation by a small margin and has a small to moderate degree of volatility.

Portfolio 4 will most likely match inflation and has low degree of risk volatility.

Q.7 Which of the following type of investment will you prefer?

Type-1

Type-2

Type-3

Type-4

Investment	TYPE-1	TYPE-2	TYPE-3	TYPE-4
HIGHEST RETURNS	80	30	15	9
LOWEST RETURNS	-40	-5	6	7
3 YEARS AVERAGE RETURN	25	15	10	8

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 are prepared 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.

Sl.No	Fund Name
1	AXIS REGULAR SAVER FUND REGULAR PLAN-GROWTH
2	NIPPON MULTI ASSET FUND - REGULAR PLAN - GROWTH
3	MIRAE ASSET EQUITY SAVING FUND - REGULAR PLAN - GROWTH
4	INVESCO INDIA ARBITRAGE FUND - REGULAR PLAN GROWTH
5	DSP LOW DURATION FUND - REGULAR PLAN - GROWTH
6	MOTILAL OSWAL MULTI-ASSET FUND - REGULAR PLAN- GROWTH
7	AXIS ULTRA SHORT TERM FUND-REGUALR PLAN-GROWTH
8	PARAG PARIKH CONSERVATIVE HYDRID FUND - REGULAR PLAN - GROWTH
9	DSP SAVINGS FUND - REGULAR PLAN-GROWTH
10	HDFC ULTRA SHORT TERM FUND - REGULAR PLAN - GROWTH

Sl.No	Fund Name
1	HDFC BALANCE ADVANTAGE FUND - REGULAR PLAN - DIVIDEND
2	NIPPON INDIA EQUITY HYBRID FUND - REGULAR PLAN - GROWTH
3	DSP EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH
4	DSP DYNAMIC ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH
5	HDFC CHILDRENS GIFT FUND-REGULAR PLAN - GROWTH
6	MOTILAL OSWAL EQUITY HYBRID FUND - REGULAR PLAN - GROWTH
7	INVESCO INDIA EQUITY AND BOND FUND - REGULAR PLAN - GROWTH
8	AXIS BALANCEED ADVANTAGE FUND-REGULAR PLAN - GROWTH
9	INVESCO INDIA ESG EQUITY FUND - REGULAR PLAN -GROWTH
10	SUNDARAM BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH

Sl.No	Fund Name
1	SUNDARAM EQUITY FUND - REGULAR PLAN - GROWTH
2	MIRAE ASSET MID CAP FUND - REGULAR PLAN - GROWTH
3	AXIS FLEXI CAP FUND - REGULAR PLAN - GROWTH
4	MIRAE ASSET FOCUSED FUND - REGULAR PLAN - GROWTH
5	DSP MIDCAP FUND-REGULAR PLAN - GROWTH
6	NIPPON INDIA FLEXI CAP FUND - REGULAR PLAN - GROWTH

Sl.No	Fund Name
1	SUNDARAM BLUECHIP FUND - REGULAR PLAN - GROWTH
2	AXIS GROWTH OPPORTUNITIES FUND - REGULAR PLAN - GROWTH
3	PARAG PARIKH FLEXI CAP FUND - REGULAR PLAN - GROWTH
4	MIRAE ASSET EMERGING BLUECHIP FUND - REGULAR PLAN - GROWTH
5	SUNDARAM SERVICES FUND - REGULAR PLAN - GROWTH
6	MOTILAL OSWAL LARGE AND MIDCAP FUND - REGULAR PLAN- GROWTH
7	TATA DIGITAL INDIA FUND-REGULAR PLAN - GROWTH

Client Profiling