INVESTMENT MULTIPLIER FINANCIAL SERVICES IS A SEBI REGISTERED INVESTMENT ADVISOR (INA000009427) HAVING REGD. OFFICE IN INDORE. WE DO NOT OFFER ANY ASSURED / GUARANTEED / PROFIT SHARING/DEMAT ACCOUNT OR BROKING SERVICES / PORTFOLIO MANAGEMENT SERVICES. CLIENTS ARE NEVER ASKED FOR THEIR BANKING AND BROKING CREDNETIALS AT INVESTMENT MULTIPLIER. DO NOT SHARE YOUR CREDIT CARD / DEBIT CARD/NETBANKING CREDENTIALS / DEMAT ACCOUNT CREDENTIALS WITH ANY OF OUR EMPLOYEE. IF YOU ARE BEING ASKED THEN INFORM US ON 9285501283 OR ALTERNATIVELY MAIL US ON INFO@INVESTMENTMULTIPLIER.IN . INVESTING IN MARKET IS SUBJECT TO MARKET RISK HENCE READ ALL OUR DISCLOSURE AND T&C CAREFULLY BEFORE INVESTING.

Dear Trader/Investor,

Please note that the questionnaire is only suitable for customers those who are agree to take some investment risk. It is not suitable for customers who do not want to take any risk whatsoever.

Please select the option that best describes how you feel about each question. If no option is exactly right for you, choose the one that is closest.

Classification of the Client

Clients are classified only in three categories low risk, medium risk and high risk clients with respective
scores 00-49, 50-80, 81-140 and accordingly product is recommended to them.

  1. What is your age group?





  2. Marital status ?


  3. Investment Goal ?



  4. Proposed Investment Amount




  5. Preferred Investment type



  6. Gross Annual Income details




  7. Sources of Income
    A. Primary Source


    B. Secondary Source




    If others Specify

  8. Market Value of portfolio held




  9. Investment Experience



  10. Experience in Market Products





  11. How many dependents do you financially support ?



  12. What is the size of your emergency fund ?





  13. What is your experience with equity investments ?




  14. What is your experience with Commodity investments ?




  15. What is your experience with Forex investments ?




  16. What is your experience with investments in past ?





  17. What is your preference w.r.t securities with low risk, low return over high risk, high return ?





  18. When market is not performing well do you prefer to buy risky investments and sell less risky investments?





  19. Risk Tolerance



  20. What percentage of monthly income is allocated to pay off debt [all EMIs]?





  21. Occupation (please select the appropriate)






  22. Are you any of the following, or are directly or indirectly related to any of the following






  23. How to you long want to stay invested into Pointed investment?





  24. How familiar are you with your investment matters?




  25. How secure is your current and future income from sources?





  26. How would you 'honestly' describe yourself as a risk -taker?




  27. How would you describe your overall income status ?





*Investment Options offered to various categories of investors

All the questions which are related to risk profiling have been assigned weight and based on the total score of a client
product is recommended using following guideline; however special focus is made on any special requirements
discussed with the client.

Risk Classification Score
Low 49 & below
Medium 50-80
High 81-140

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