Our SEBI Research Analyst No. is INH100004997
Our Corporate SEBI Research Analyst No : INH000010070 (Bullish India Capital)
+91-9988137985
info@bullishindia.com
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Risk Analysis and KYC
Risk Analysis and KYC
Help us evaluate your Risk Profile
Questions
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Full Name
Pan Number
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Aadhar Number
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Aadhar Card Back
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Please enter your contact details
Phone number
Email address
Address
Please select the source of income:
Salary
Business
Pension / other retirement sources
Dependent on other's income
What is your annual income range?
Below Rs. 5 Lakhs
Between Rs. 5 Lakhs to Rs. 10 Lakhs
Between Rs. 10 Lakhs to Rs. 20 Lakhs
Above Rs. 20 Lakhs
Any outstanding loans like personal, home loan etc.?
None
Rs. 1 Lakh to 10 Lakhs
Rs. 10 Lakhs to Rs. 50 Lakhs
Above Rs. 50 Lakhs
What is the value of your liquid (investable) assets?
Less than Rs. 5 Lakhs
Between Rs. 5 Lakhs to Rs. 10 Lakhs
Between Rs. 10 Lakhs to Rs. 50 Lakhs
Above Rs. 50 Lakhs
What kind of financial investments do you currently own?
Bank Savings, Fixed Deposits and Gold
Mainly Fixed Deposits with some Equities / Equity Mutual Funds
Slightly heavier weighting in Equities / Equity Mutual Funds than Fixed Deposits
Equities and Equity Mutual Funds
What do you want this investment portfolio to do?
Provide appreciation of capital in short term and okay with slight losses
Provide higher returns on investment and okay with slight losses in short term
Provide long term wealth creation with chances of higher short-term loss
Provide capital growth consistently and okay with a moderate volatility
What is your Investment Horizon?
Less than 2 years
2 to 3 years
3 to 5 years
More than 5 years
If you lose 8% of your invested value one month after investment, you will?
Invest more
Keep investments as they are
Sell and preserve cash
Wait till the market recovers and then sell
You have invested in a share that you expect will become Multibagger in 1 – 2 years. The share price dropped to 30% in few months, you will?
Book your loss and invest in Fixed Deposit
Average your cost by investing more at a lower price
Do not bother because you have done enough research on the company
Wait till the stock shows a sign of recovery and then invest more
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