UplynQ - Financial Platform
Uplyn
Q
Home
Services
More
Pricing
KYC
Risk Form
Contact Us
Get Started
Uplyn
Q
Home
Services
More
Pricing
KYC
Risk Profiling
Contact Us
Get Started
Home
Risk
Our Risk
Risk Profile Form
Personal Information
Investor Name
Mobile Number
Demographic Information
1. What is your Age Group?
Under 30
31-45
46-60
60+
2. What is your marital status?
Married
Unmarried
3. How many dependents do you financially support?
None
Between 1-3
4+
4. Occupation (please select the appropriate)
Private Job
Government Job
Student
Financial Information
5. Gross Annual Income details:
Below 1 lac
1-5 lac
5-10 lac
10-25 lac
>25 lac
6.1. Sources of Income: Primary Source
Salary
Business
6.2. Sources of Income: Secondary Source
Royalties
Rental
Dividend
Other
7. Proposed Investment Amount
<1 lacs
1-2 lacs
2-5 lacs
> 5 lacs
Investment Preferences
8. Investment objective?
To grow Aggressively
To grow significantly
To grow moderately
To grow with caution
To avoid losing money
9. How long do you want to stay invested into market investment?
0-6 Months
7-12 Months
13-24 Months
>24 Months
Risk Assessment
10. How secure is your current and future income from sources?
Not Secure
Somewhat Secure
Fairly Secure
Very Secure
11. How familiar are you with your investment matters?
Not Familiar at all with Investment and feel uncomfortable with Complexity.
Some What Familiar. I don't fully understand Investments
Very Familiar. I use Research to make investment decision. I understand various factors which influence Investment performance.
Fairly Familiar. I understand the various factors which influence Investment Performance.
12. What degree of risk have you taken with your past investment decisions?
High
Medium
Low
13. Assume you had an initial investment portfolio worth Rs 100,000. If, due to market conditions, your portfolio fell to Rs 80,000 within a short period, say a month, would you:
Sell all of the investments. You do not intend to take risks.
Sell a portion to cut losses and reinvest into more secure sectors.
Hold the investment and sell nothing, expecting performance to improve.
Invest more funds to lower your average investment price.
Additional Financial Information
14. What percentage of total net worth you are investing in this Investment Program?
Less than 25%
26% - 50%
51% - 75%
76% - 100%
15. Which of these statements would best describe your attitudes towards performance of this investment?
I don't mind if I lose money
I can tolerate some loss
I'd have a hard time tolerating any losses
I need to see at least some return
16. What is the condition of your emergency fund?
I do not have
I do not have, but I can manage
I am Maintaining
17. What percentage of monthly income is allocated to pay off debt (debt servicing ratio.) [all EMIs]?
None
Between 20% - 35%
Between 35% - 45%
> 50%
I hereby declare that I have read, understood and personally accomplished this entire Risk Profiling Questionnaire and that the answers I have given are accurate. I understand the risk involved in investing in equities. I will exercise my own independent judgment in subscribing the suitable package/s (if any) as per my Risk Profile Score. You may review your answers before they are recorded in the system. Once recorded they cannot be changed. This is done to ensure the integrity of the data. You can review your answers by scrolling through the questionnaire. Now is the best time to correct any mistakes or omissions.
Submit Form
Alpha Insight - Premium Footer