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Niveshaay Risk Profiling and Suitability Assessment
Name of Investor*
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Date of Birth*
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Email Address*
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Mobile Number*
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Full Street Address
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Pincode*
{{ $subscription_data['pin_code'] }}
Please provide your PAN NO*
{{ $subscription_data['pan_no'] }}
GST No.
{{ $subscription_data['gst_no'] }}
Age*
@if($subscription_data['age'] == 1)
< 30 years
@elseif($subscription_data['age'] == 2)
30 - 60 years
@elseif($subscription_data['age'] == 3)
>60 years
@else
---
@endif
Select your sources of income*
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State/UnionTerritory ( Please put in country also if outside India)*
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Select all the investments you currently hold*
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What is your annual income*
@if($subscription_data['annual_income'] == 1)
< 10 Lacs
@elseif($subscription_data['annual_income'] == 2)
10 Lacs - 50 Lacs
@elseif($subscription_data['annual_income'] == 3)
50 Lacs - 1 Cr
@elseif($subscription_data['annual_income'] == 4)
Above 1 Cr
@else
---
@endif
What percentage of your income goes in repayment of existing liabilities like bank loans etc. ?*
@if($subscription_data['repayment_of_existing_liabilities'] == 1)
> 50%
@elseif($subscription_data['repayment_of_existing_liabilities'] == 2)
20 - 50%
@elseif($subscription_data['repayment_of_existing_liabilities'] == 3)
< 20%
@else
---
@endif
Percentage of your liquid net worth you would like to invest?*
@if($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($subscription_data['investment_period'] == 3)
> 36 months
@else
---
@endif
What is your investment objective?
@if($subscription_data['invest_objective'] == 1)
Protect invested capital with very low chance of a loss (investment horizon - < 2 years)
@elseif($subscription_data['invest_objective'] == 2)
Seek balance between invested capital growth and protection (investment horizon - 2-5 years)
@elseif($subscription_data['invest_objective'] == 3)
Seek long term wealth creation with chances of higher short term loss (investment horizon - > 5 years)
@endif
{{-- {{ $subscription_data['invest_objective'] }} --}}
Pick a possible outcome along with potential capital drawdown for your investment - Average Return*
@if($subscription_data['invest_average_return'] == 1)
Avg Return - 7% Best Return - 12% Worst Return - (-5%)
@elseif($subscription_data['invest_average_return'] == 2)
Avg Return - 10% Best Return - 18% Worst Return - (-12%)
@elseif($subscription_data['invest_average_return'] == 3)
Avg Return - 12% Best Return - 22% Worst Return - (-19%)
@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
Do you confirm that your legal residential status allows you to take this advisory and invest in the Indian stock markets?*
{{ !empty($subscription_data['confirm_legal_residental_Status']) ? "Yes" : "No" }}
Have you suitably assessed by your own research, the ability and the knowledge of the advisor Mr Arvind Kothari to provide you with the required services*
{{ !empty($subscription_data['assesed_owned_research']) ? "Yes" : "No" }}
Do you understand the Risk & Reward associated with Niveshaay's Investment Strategy?*
{{ !empty($subscription_data['understand_risk_reward']) ? "Yes" : "No" }}