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Financial Freedom & Risk Profiling Questionnaire (Non-Scoring)
DOB:
Education
Below SSC
HSC
Under Graduate
Graduate
Post Graduate
Professional
Type of Employment
Govermnet Job
Private Sector Job
Professional
Business
Part Time
Self Employed
Seasonal
Student
House Wife
Retired
Assistance avl:
Yes
No
Spouse Occupation
Govermnet Job
Private Sector Job
Professional
Business
Part Time
Self Employed
Seasonal
Student
House Wife
Retired
Annual Income
1 to 5 Lac
5 to 10 Lac
10 to 20 Lac
20 Lac & Above
What are you
Investor on others' advice
Investor on own Fundamental Research
Trader on others' advice
Trader on own Technical Research
Future & Options Trader
Options trader (Buyer)
Options trader (Seller)
Future & Options Trader
Mutual Fund Investor
Not applicable
Child Education
Wedding Ceremony
Dream House
Wealth Creation
Tax Planning
Retirement Plan
Tenure of Investment
1 Day - 6 Months
6 Months - 1 Years
2 Years
3 Years
5 Years +
Q.1. If your current source of income were to stop today, for how long will your present savings support you?
Less than 3 months
3 - 6 months
6 months to 1 year
More than 1 year
Risk Appetite
Minimal Risk
20% Risk
50% Risk
100% Risk
Tax Planning
Retirement Plan
Technical Analysis
Options Analysis (Basic)
Options Analysis (Greek Level)
Not applicable
Insurance:
Yes
No
If yes, Type of Policy
Term & Other LI Plans
General Insurance Plans
Active (Direct) / Secondary
Passive (Mutual Funds / ETF / PMS / AIF)
Primary (IPOs/ OFS / FFO / Buy Back/ Corporate / Actions)
How many years of experience you have in equity F&O trading?
1-5 years
5-10 years
10-15years
15-20 years
Is trading in futures & options your main occupation?
Yes
No
Which is the primary source of funds used by you for trading in equity F&O?
Part of Income
Surplus money
Borrowed money
Others
How frequently do you trade in equity futures and options?
Intraday
Weekly
Quarterly
Trading in equity futures and options is influenced by
Friends & Relatives
Investment Advisor
Self research
Business News Channel
Social media
Which of the following do you prefer most?
Buying Call & Put Options
Selling Call & Put Options
Hedging
Speculation
Arbitrage
Which is the most preferred instrument you trade in
Index Futures
Index Options
Stock Futures
Stock Options
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Web Trading
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