Mangal Keshav Financial Services LLP
Investment Advisory Questionnaire
Please answer all questions in order for us to evaluate Risk Assessment correctly
* Required
Name
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Email
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Mobile Number
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Date of birth
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1) Occupation/ Source of Income
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Business
Professional
Service – Govt
Service – Private
Retired
Student
Unemployed
2) What is your Annual Income Range?
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Below 2 Lakhs
Between 2 – 5 Lakhs
Between 5 – 12 Lakhs
Between 12 – 20 Lakhs
Between 20 – 50 Lakhs
Above 50 Lakhs
3) What is the current size of your Investment Portfolio and Investable Asset Base?
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Below 2 Lakhs
Between 2 – 5 Lakhs
Between 5 – 12 Lakhs
Between 12 – 20 Lakhs
Between 20 – 50 Lakhs
Above 50 Lakhs
4) Do you have any outstanding Loans/Liabilities?
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None
Below 5 Lakhs
Between 5 – 12 Lakhs
Between 12 – 20 Lakhs
Between 20 – 50 Lakhs
Above 50 Lakhs
5) In which of the following Investments Assets have you currently invested or have past Investment history?
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Equities/ F&O/ Equity MF
Equities & MF
Debt Instruments/Bonds/ Debt MF
PF/EPF/NPS/NSC/Post Office
Savings Deposit/FDs
6) How would you describe your knowledge about Financial Investments?
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Professional/ Expert
Soundly Proficient
Average
Beginner/Amateur
Fresher
7) Given a choice, Which of the following options would you choose...
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10% Chance of winning INR 1,00,00,000
50% Chance of winning INR 50,00,000
90% Chance of winning INR 30,00,000
100% Chance of winning INR 20,00,000
8) How long do you wish to hold your investments?
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Intraday Trading
Multiple Days
Multiple Months
Multiple Years
9) Given a choice, what would you more likely bet on...
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Horse Race in a Derby
Blackjack Game in Casino
A Government Lottery Ticket
None of the above
10) Do you have a Health Insurance Policy? Please select the answer with the most suitable reason.
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Yes, For Financial Safety
Yes, For Tax Advantage
No, planning to buy
No, Covered by other Institution
No, I can manage my contingency needs
11) If you lose 20% of you money invested in an equity share, what would you do?
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Continue holding the investment
Wait for investment to recover to original value and then sell
Immediately sell the investment and preserve cash
Immediately sell the investment and invest into another opportunity
Would wait to see whether the investment falls further and then average
Would invest now to average in a staggered approach
12) You just sold an equity share in 10% loss, just after you sell the price increases to your initial investment price? What would you do?
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Remove that stock from my watch list
Observe that stock but take no action
Invest in the stock if confident with your original analysis
13) How would you describe your Risk Appetite?
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Low
Moderate
High
Submit