RPM
The questionnaire returns a score on the basis of which clients fall in either of the category mentioned below. This assessment is made solely on the basis of the financial situation of the client and the answers selected by him / her.
The maximum total is 70, if client scores less than 25 he is a low risk appetite client, if client scores between 25-44, he is a medium risk appetite client and if scores above 45 he is high risk appetite client.
Low risk appetite client will not be offered any services.
| Sr. | Product | Range | Risk Classification |
|---|---|---|---|
| 1 | All Normal Plans | 0-18 | Low |
| 2 | All Normal Plus and Premium Plans | 19-36 | Medium |
| 3 | All Premium and Premium HNI Plans | 37-57 | Moderate |
| 4 | All Premium and Premium HNI Plans | >57 | High |
1. What is your Age Group?
2. What is your income source?
3. How many financially dependent persons you have ?
4. What is your income range per annum?
5. What is your total asset value?
6. What is your total liability value ?
7. What is your investment capital ?
8. What percentage of monthly income is allocated to all EMI ?
9. Which investment avenue you are quite experienced with?
10. Have you planned for expenses like child’s higher education, marriage, purchase of house, medical, hospitalization, retirement etc.?
11. What is your investment horizon and when do you want to start withdrawing the money from your portfolio ?
12. What is your experience with investment in stock market &/or commodity market ?
13. What would you do if your investment amount is making loss ?
14. Which of the following best describes you as an investor?
"They took the time to understand my needs and they provided me with several options that ensured all my needs were met. The ongoing communication and quality of service is superb and at a level rarely seen or experienced these days in the market".
Green Corner Advisory, Sharjapur, Bangalore - 562125
info@greencorneradvisory.com
+91 9122442032
+91 9122442032
Green Corner Advisory is the symbol of trust, prosperity and courage. We enable scalable growth by leveraging stock market intelligence and analytics, exercising judicious investment with risk appetite, operating effectively to deliver business outcome. We also believe that the people entering into stock market are aware of the risk and returns involved with investment in stock market. And with our time and tested financial models to generate high quality signals we ensure that the investment made by the clients grow by the leaps and bounds for their prosperity. This makes us complete stock market advisors
With investment, your capital is at risk. Investing/Trading is subject to market risk. Please read all the documents before investing.
Green Corner Advisory, Sharjapur, Bangalore - 562125
info@greencorneradvisory.com
+91 9122442032
+91 9122442032
