Risk Profile Phone This form has to be filled for taking services from Neera Jain, Investment Adviser at www.crnindia.com She is maintaining both the sites First Name * Last Name * City * Gender * Male Female All Field are Compulsory Email Address * Mobile No * Source of Funding * Own Funds Borrowed Are you an Investor or Trader Mainly * Investor Trader All options have to be completed to check your Risk Taking Capacity, so please answer all questions What is your Gross Monthly Income * Less than Rs. 25000 Between Rs. 25000 to 50000 Between Rs. 50001 to 1 Lakh Between Rs. 1 Lakh to 2 Lakh Rs. 2 lakh and above How much Trading Experience you have * Less than 1 year 1 to 2 years 2 to 3 years 3 to 5 years 5 years and above How many dependents are there in your family * More than 3 dependends 3 dependends 2 dependends 1 dependend no dependend What is size of your Emergency Fund * Do not have Less than 2 months 2 to 6 months 6 to 12 months Fully secured more than one year What is your Nature of Investments * Cannot bear Loss Grow money with little Risk To Grow money faster than Interest Returns Grow money at more than 15% yearly Grow money at very fast speed What is Level of your Risk Taking Capacity * Cannot bear a Loss Low Risk taking capacity Willing to take calculated Risk Willing to lose 20% of capital Do not mind losing total money What percentage of earnings is spend on paying Old Debt * More than 80% Between 50 to 80% Between 20 to 50% Less than 20% I have no Debt Total score based on above Answers Total: Less than 10 score means you are Conservative and you should invest in Bank FD or PPF 11 to 15 score means you look towards Growth but are not too aggressive and you should invest in Equity & Debt Mutual Funds A score more than 16 means you should invest in Equity, Equity Mutual Funds and Trading F&O.