Smart Alliance Solutions-RPM

Invest your amount based on your risk calculator and bear the profits and losses.

A Risk profile is an evaluation of an individual’s willingness and ability to take risks. A risk profile is important for determining a proper investment asset allocation for a portfolio, The organization uses a risk profile as a way to mitigate potential risks and threats.

The RPM Score of the client may range from 25-60, based on the answer selected by the client in the risk profiling questionnaire.

Kindly mark all the questions based on the capital investment. The risk will be calculated based on the RPM Score.

Investment in financial market is subject to market risk.

RISK CALCULATOR

SL NO	RISK	RANGE
1	LOW	6 -10
2	MEDIUM	10.5 - 14.5
3	MODERATE	15 - 19
4	HIGH	ABOVE 20

Low Risk (Score 6-10) – Low risk category is for traders or investors who invest basically in Equity Cash and similar products which involves less risk in the market.
Medium Risk (Score 10.5 – 14.5) – Medium risk clients are less aggressive in their trades but they understand the level of risk involved in trades and invest accordingly.
Moderate Risk (Score 15-19) – Moderate risk clients prefer to take calculated risk which does not exceed above their capability.
High Risk (Score 20 & Above) – High risk clients are aggressive traders who are willing to take high risk with the investments.

Name

Contact

1. Which age group do you belong to? *

18- 30

31-45

46-60

Above 60

2. What is your annual income? *

Below 2 Lacs

2 to 5 Lacs

6 to 9 Lacs

Above 10 Lacs

3. What is your investment capital? *

Less than 2 Lacs

2 to 6 Lacs

6 to 10 Lacs

Above 10 Lacs

4. What is your income source? *

Salaried

Self Employed

Retired /Pension

House Wife

5. Which of the following best describes your investment objective? *

Capital Preservation

A regular stream of stable income

A Combination of income and capital growth

High Capital appreciation

6. What is the total value of the Assets that you own? *

Below 3 Lakh

3 to 6 Lakh

5 to 8 Lakh

Above 8 Lakh

7. What is your experience with investment in stock market? *

Less than 1 Year

Between 2 – 3 Years

Between 4 – 6 Years

More than 6 Years

8. How well do you understand investing in the market? *

I am new and I don’t understand the markets at all

I have basic understanding of investing. I understand the risks and basic investment concepts like diversification

I understand how market fluctuate and the pros and cons of different investment classes

I am an experienced investor. I have invested in different market and understand different investing strategies

9. What would you do if your investment amount is making loss? *

Add more investment capital

Wait for the investment amount to recover

Exit the loss making investment and enter new investment immediately

Exit the loss making and wait for next good opportunity

10. In order to achieve high returns I am willing to choose high risk investment? *

Agree

Strongly Agree

Neutral

Disagree

I hereby declare that the detils furnished above is submitted by me and its true and correct to the best of my knowledge and belief. In case any of the above information is found to be false or untrue or misleading or misrepresenting. I am aware that I may be held liable for it. I also declare that I understand the risk involved by investment in stock market and I am looking forward to take your services on my own wish.

Smart Alliance Solutions deals with stock market investment advisory with the help of Technical Research both in Equities and Derivatives. We have more than 10+ years of experience in this field and provide advisory services to both retail and corporate clients.