Risk Profile

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*Please Note: The amount that you are paying in the company is purely the fees of our services and not Investment. Investment is to be done by your side and in your DEMAT account only.

Complaint Board

Beginning Of The Month	Received During The Month	Resolved During the month	Pending At The End Of The Month	Reasons for Pendency
0	0	0	0	0

*Please Note: The amount that you are paying in the company is purely the fees of our services and not Investment. Investment is to be done by your side and in your DEMAT account only.

Form For Risk Profile

Name of the Applicant:*

What is your Age Group?

Investment Amount:

How well do you understand investing in the markets?

I am a novice. I don’t understand the markets at all.

I have basic understanding of investing. I understand the risks and basic investment concepts like diversification

I have an amateur interest in investing. I have invested earlier on my own. I understand how markets fluctuate and the pros and cons of different investment classes.

I am an experienced investor. I have invested in different markets and understand different investment strategies. I have my own investment philosophy.

What is the duration of investment you are looking forward to keep invested?

Short term Positional (From 1 month to 6 month)

Long term Positional (more then 1 year)

Intraday

What if your investment is down by more than 15%?

Invest More

Keep investments as they are

Wait till the market recovers and then sell

Sell and preserve cash

Gross Annual Income details?

Sources of Primary Income?

Sources of Secondary Income?

Occupation (please select the appropriate)?

Investment Goal?

Regular Income

Capital Appreciation

Regular Income and Marginal Capital Appreciation

High Potential Return

Category of Investments you currently own?

Equity & Equity Mutual Funds

Debt & Debt Mutual Funds

Other (PMS/AIF/Real Estate) Products

FD & Savings Account

Market Value of portfolio held?

Investment Experience?

What is the size of your emergency fund?

What percentage of monthly income is allocated to pay off debt [all EMIs]?

How many dependents do you financially support?

Untitled

Medium/Moderate Risk	High/Aggressive Risk	Very High/Very Aggressive Risk
Alpha	Vega Pro	Beta Pro
Vega	Beta	-
Vega Index	Vega BTST	-
Ace Pro	-	-
Alpha Pro	-	-

DISCLAIMER

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.

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Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Standard Warning:- “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”

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