Shweta Goyal — Financial Planning

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Risk: Moderate

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* Investment returns are subject to market risks. SEBI registration does not guarantee returns. Past performance is not indicative of future results. Please read all scheme-related documents carefully before investing.

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As a statutory requirement, we need to assess your risk appetite before we build any Mutual Fund portfolio customised for you. It is also important that, as an investor, you understand your own beliefs and the nature of investments across different time frames. Please choose your options with great care and be as honest as you can about the level of risk you're comfortable with. Your answers will inform our suggestions as well as how well your investments can fulfil your needs in the long term

What is the risk-return scenario that you would be comfortable with? *

A. Low risk with low returns
(Returns will be slightly higher than bank deposits, equal to inflation) B. Moderate risk with moderate returns
(Returns will be higher than bank deposits, slightly higher than inflation) C. Above-average risk with above-average returns
(Returns will beat inflation) D. High risk with high returns

*In all of the above scenarios, any risk will not result in permanent loss of capital.

How much of your investments would you want readily available in the low-risk category at all times?

A. At least 30% to 40% B. At least 20% to 30% C. At least 10% D. I have other investments for anytime requirements

How would you react if your investment suddenly fell from Rs 1,00,000 to Rs 70,000?

A. Move the entire investment to bank deposits B. Move some of the investment to bank deposits C. Give it some more time D. Invest more in equities

What do you normally associate the word "volatile" with?

A. Danger – and should be avoided as far as possible B. Uncertainty – not sure what will happen C. Opportunity – if you are willing to take a chance D. Thrill – high rewards

How would you describe your existing investment portfolio before working with us?

A. Only assured return investments (e.g., bank deposits, provident fund) B. Limited investment in risky products (e.g., bank deposits, provident fund, minimal allocation in equity) C. Divided between risky and safe products (e.g., equities, bank deposits, provident fund) D. Mostly risky investments (e.g., equity)

How familiar are you with Mutual Funds?

A. Not familiar at all B. Aware of them but don't know how they work C. Know how they work but never invested D. Have made some investments but still need guidance

What is your investment horizon for new investments with Shweta Goyal?

A. Up to 3 years B. 3–5 years C. 5–7 years D. 7+ years

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Questionnaire Score

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Recommended Asset Allocation

For Office Use Only Demographic Profile Score ▼

For every attribute that applies to you in Column A, enter "1" in the Score column. For every attribute that applies to you in Column B, enter "0".

Attribute	A	Score	B
Sex	Male	—	Female
Age	< 50 years	—	> 50 years
Income	> Rs. 10 lakhs p.a.	—	< Rs. 10 lakhs p.a.
Occupation	Self-employed	—	Salaried
Marital Status	Single	—	Married
Parental Expenses	Not to be taken care of	—	To be taken care of
Educational Background	Graduate & Higher	—	Less than Graduate
Add Up Score "A" — Demographic Profile Score		—

Score: A = 1 mark B = 2 marks C = 3 marks D = 4 marks

DISCLAIMER: All the above information is collected under the requirements of the SEBI circular dated 10th July 2018 to deliver appropriate asset allocation and incidental advice based on your risk profile and product suitability, as part of our responsibility as an AMFI-registered Mutual Fund Distributor.

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