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Risk Profile
Contact

RISK vs RETURN

Name*

Last name*

Your Mobile*

1. What is your major investment objective?*

High return..........................................................1

Moderate return................................................2

Liquidity................................................................3

Low risk.................................................................4

Safety.....................................................................5

2. In which asset class would you like to allocate your funds?*

Stocks....................................................................1

Mutual funds.......................................................2

Real estate...........................................................3

Fixed deposits.....................................................4

Bonds.....................................................................5

3. What is your expectation on annual return from your investments?*

>100%.....................................................................1

50-75%...................................................................2

25-50%...................................................................3

10-25%...................................................................4

<10%.......................................................................5

4. What is your normal investment horizon?*

3-6 months...........................................................1

6 months - 1 year................................................2

1 year – 3 years...................................................3

3-5 years...............................................................4

> 5years.................................................................5

5. According to you, under which category do you belong?*

Adventurous........................................................1

Opportunistic......................................................2

Planner...................................................................3

Conservative........................................................4

No risk taker.........................................................5

Retired People

Investment Planning

Registered Office Address: Sagar Lake View Homes, Vrindavan Nagar, Bhopal | GST Registration Number : 23BETPS1380H1Z6, Trade Name - Aditya Broking | UDYAM Registration Number - UDYAM-MP-10-0103608

Investor Grievance ID: letstalk@adityabroking.com | MOFSL Sub-broker Code ADSV1200 |Compliance Officer: Rohit Mishra Mob: 88188 80181 | Email: rohit.m@adityabroking.com

Segment - Currency Derivatives Date Of Appointment 07-JUL-23 | Capital Market - Date Of Appointment 07-JUL-23 | Futures & Options - Date Of Appointment 07-JUL-23

Disclaimer: Investments in securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit. The securities quoted are exemplary and are not recommendatory. *T&C Apply

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Exchange Registered | Authorized Person | Motilal Oswal Financial Services Ltd.

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