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Niveshaay Risk Profiling and Suitability Assessment
Name of Investor*
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Email Address*
{{ $subscription_data['email'] }}
Mobile Number*
{{ $subscription_data['mobile_no'] }}
Full Street Address
{{ $subscription_data['street_address'] }}
Please provide your PAN NO*
{{ $subscription_data['pan_no'] }}
GST No.
{{ $subscription_data['gst_no'] }}
Do you have DEMAT Account?
*
{{ !empty($subscription_data['is_demat_account']) ? "Yes" : "No" }}
DEMAT Account No
{{ $subscription_data['demat_account_no'] }}
Date Of Incorporation
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Legal Status
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Number of years since Incorporation/Registration*
@if($subscription_data['number_of_years_since_registration'] == 1)
< 5 years
@elseif($subscription_data['number_of_years_since_registration'] == 2)
5 - 10 years
@elseif($subscription_data['number_of_years_since_registration'] == 3)
>10 years
@else
---
@endif
Average profit after tax (PAT) for last 3 years
*
@if($subscription_data['average_profit'] == 1)
less than Rs. 10 lakhs
@elseif($subscription_data['average_profit'] == 2)
Rs. 10-25 lakhs
@elseif($subscription_data['average_profit'] == 3)
more than Rs. 25 lakhs
@else
---
@endif
State/UnionTerritory ( Please put in country also if outside India)*
{{ $subscription_data['state'] }}
Percentage of your liquid net worth you would like to invest?*
@if($subscription_data['invest_net_worth'] == 1)
< 25%
@elseif($subscription_data['invest_net_worth'] == 2)
25% - 50%
@elseif($subscription_data['invest_net_worth'] == 3)
> 50%
@else
---
@endif
What is your comfortable holding investments period?*
@if($subscription_data['investment_period'] == 1)
< 12 months
@elseif($subscription_data['investment_period'] == 2)
12 - 36 months
@elseif($subscription_data['investment_period'] == 3)
> 36 months
@else
---
@endif
What best describes your Risk Attitude?*
@if($subscription_data['risk_attitude'] == 1)
SECURE : I seek complete safety of my capital with no negative returns
@elseif($subscription_data['risk_attitude'] == 2)
MODERATE : I seek a balance of regular income and capital appreciation over medium term
@elseif($subscription_data['risk_attitude'] == 3)
AGGRESSIVE : I am comfortable with volatility and seek aggressive returns over a long term
@endif
What best describes your Knowledge & Experience?*
@if($subscription_data['knowledge_experience'] == 1)
LIMITED : I have limited understanding & experience of financial investments
@elseif($subscription_data['knowledge_experience'] == 2)
MODERATE : I am comfortable with financial products & have fair understanding & experience in investments
@elseif($subscription_data['knowledge_experience'] == 3)
EXTENSIVE : I have extensive knowledge & experience of financial products
@endif