8433726774
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invest@sagefarm.in
AMFI Registered Mutual Fund Distributor
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Risk Profile
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Full Name
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Email ID
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How old are you?
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Above 60 Years
Between 45 – 60 Years
Between 30 – 45 Years
Less than 30 Years
How Secure is your Present Job / Business ?
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Private job in Start-up Culture Job
Stable Private Job
Business with uncertain cashflows
Fully Secure ( Ex :Government Employee)
Stable business
Do you have a passive income source or second income source? If yes, then how much of your monthly expenditure can be paid by passive income?
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No
Yes, Passive Income can support less than 30% of monthly expense
Yes, Passive Income can support less than 30% to 70% of monthly expense
Yes, Passive Income can support more than 70% of monthly expense
If your current sources of income (both active and passive) were to stop today, for how long will your present savings support you?
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Less than 6 months
More than 6 months but less than 12 months
More than 12 Months to less than 18 months
More than 18 months
What is your Savings rate in percentage terms? (How much Income you save every month as a percentage of your monthly income?)
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Less than 20%
20%-30%
30%-40%
More than 40%
and Mutual sources
Is there scope to increase the Savings rate next year onwards? If Yes, then by what percentage?
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No
Yes, by approx 5%
Yes, by approx 10%
Yes, By more than 10%
Do you own a house for residential purposes?
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No, I stay in rented house
Yes, But I Plan to buy bigger house for residential purpose within 5-10 years
Yes, I am going stay in the current house for next 10 years
How many years you have to fund your next big goal ( such as Child education, child marriage, buying house etc)?
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Less than 3 years
3 to 7 years
7-10 years
More than 10 years
What is the time horizon you are investing for as per your current understanding?
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Less than 1 year
1-3 years
3-5 years
5-10 years
More than 10 years
If you bought a Mutual Fund and its value fell by more than 20%, without any change in fundamentals of the Indian economy. What will you do?
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Sell all of my investments. (The preservation of capital is extremely important to me and I would rather not take the risk)
Sell some of the investment. (The climate is risky, and I would rather transfer my funds into more secure investments)
Do nothing with the investment. (This was a calculated risk, and I will leave the investments in place, expecting performance to improve)
Buy more of the investment. (I am a long-term investor and consider this sudden market correction as an opportunity to purchase additional shares at a lower cost basis)
Do you have a loans ? If Yes, What is the extent ?
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No
Less than 10 times expected annual expense
More than 10 times but less than 20 times expected annual expense
More than 20 times expected annual expense
Do you have a Life Insurance Cover ? If Yes, What is the cover?
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No
Yes, as an employee of a company I have Group Health Insurance
Yes, I have sufficient personal Health Insurance Cover
Yes, I have Group Health Insurance form my employer and I have bought Personal Health Insurance Cover as well
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8433726774 
8433726774