support@cyclonemoney.com
+91 7772911112
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Risk Profile
Risk Profile
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Investor Name
Mobile Number
Email
1. What is your Age Group?
-Select Age Group-
Under 30
31-45
46-60
60+
2. What is your martial status?
Select Martial Status
Unmarried
Married
3. How many dependents do you financially support?
----
None
Between 1-3
4+
4. Occupation (please select the appropriate
--select--
Private Job
Government Job
Student
Business
5. Gross Annual Income details
----
1-5 lac
5-10 lac
10-25 lac
More than 25 lac
6. Sources of Income: Primary Source
----
Salary
Business
7. Proposed Investment Amount
----
Less 1 lacs
1-2 lacs
2-5 lacs
More than 5 lac
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
More than 24 Months
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
Fairly Secure
Low
13. What percentage of total net worth you are investing in this Investment Program?
-----
Less than 25%
26% - 50%
51% - 75%
76% - 100%
14. What is the condition of your emergency fund?
-----
I do not have
I do not have, but I can manage
I am Maintaining
15. What percentage of monthly income is allocated to pay off debt [all EMIs]?
-----
None
Between 20% - 35%
Between 35% - 45%
More than 50%
17. Upload Your Image
18. Upload Pan Card
19. Upload Aadhar Card
Submit
support@cyclonemoney.com
+91 7772911112
107 Kanchan Sagar, A.B. Road, Indore
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