Know Your Risk Appetite Form

Personal Information

Name As Per Pan Card *

Mobile Number *

Current Annual Income / CTC *

Insurance Details

Have you taken Life Insurance? *

Yes

No

Have you taken Health Insurance? *

Yes

No

Monthly payable Loan or EMI Amount? *

Family Details

Current Age ? *

18-25 Years

26-35 Years

36-45 Years

46-55 Years

56+ Years

How many dependents do you have? *

0 To 2

2 To 4

4 & above

Investment Duration

How long would you stay Invested? *

12 to 18 Years

8 to 12 Years

5 to 8 Years

3 to 5 Years

0 to 3 Years / Emergency Funds

Other:

Risk Assessment

If you invest 100 today, in 3 years time which value range you will be most comfortable? *

Aggressive Risk Fund Return 75 To 225

High Moderate Risk Fund 90 To 190

Moderate Risk Fund 100 To 165

Conservative Risk Fund 110 To 125

Financial Planning

Have you planned Emergency Funds for you & your family? *

Yes

No

Have you planned your retirement yet? *

Yes

No

Disclaimer

Mutual fund investments are subject to market risk, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates.

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AIFS AV

Watch this short video to learn more about AIFS and the investment process.