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Wealth n Value Investment Adviser

Important Notice to Clients

In order for us to provide financial planning advice to you, we need to have a reasonable basis for that advice. The information requested in this Client Risk Profile Questionnaire is one of the tools we use to establish a basis for the advice we will provide. It is therefore important for you to complete this document as accurately and fully as possible. Failure to do so could result in advice being provided that is not appropriate to your individual needs, circumstances and objectives.

Clients' financial risk tolerance - attitudes, values, motivations, preferences and experiences, is measured with a risk profile. The risk profile questionnaire helps in understanding the risk tolerance levels of a client. Risk tolerance is the assumed level of risk that a client is willing to accept. Financial Risk tolerance can be split into two parts:

Risk capacity: The ability to take risk

Risk attitude: The willingness to take risk

The risk profiling questionnaire is meant to measure the risk tolerance as well as time horizon in investing. The questionnaire is designed to show which type of investment approach may suit you best. Each answer would be given a point. The total score would suggest the appropriate risk profiling and risk assessment and suitability of service for you.

Our advice: There are not any right or wrong answers, please follow your instincts and answer the questions. Please answer the following questions by selecting only one response to each question

IMPORTANT: Before making any investment decisions, it important to understand your attitude towards risk. This helps identify an appropriate mix of investments that you are comfortable with. The Elite Fincap Investment Advisers Risk Profiling Tool will help you understand your ability to bear risk and identify the asset classes to match your investment needs

NOTE :- All fields are mandatory.



BASIC DETAILS



PHASE OF LIFE





INCOME & OBLIGATIONS


(A) Primary Source

(B) Secondary Source




CURRENT INVESTMENTS & KNOWLEDGE





RISK ATTITUDE & APETITE


Choice Worth Year Best year
5000 75000
-25000 100000
-50000 125000
-70000 150000
-90000 175000
-95000 200000



FINANCIAL OBJECTIVE


Your Total Risk Assessment Score :-

Date :-






Analysis

In setting up an investment portfolio suitable for you, your financial adviser will ask you a series of questions about your financial and lifestyle goals. Using this information, plus details of your current assets, liabilities and income, your adviser can determine what level of risk or exposure you are prepared to tolerate in relation to fluctuations in the marketplace - and the level that makes sense for your stage in life. From this, an appropriate mix of assets can be allocated to your investment portfolio.

Indicative Investor Profile Score Description
High Risk Investor 81-140 As an High Risk Investor you are ready to take higher risk expecting greater returns. This is a result of your urge to get more income and capital growth. You are well place to recover from unforeseen market at downturns either because you have time on your side or access to capital returns.
Moderate Investor 51-80 As a Moderate Investor your portfolio should have a bias towards capital growth and a little need of income. You are prepared to accept higher degree of volatility and risk. Your primary concern is accumulating assets over the medium to long terms..
Low Risk Investor 0-50 As a Low Lisk Investor your Investment portfolio is focused on Preservation of capital and current income .Your primary concern is capital protection and avoiding high risk investment.

Disclaimer

The information received from subscribers is for our 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 client responsibility.

Note* : This is a computer generated form does not require signature.