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BJ 107, Sector-II, Salt Lake, 700091

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Client Risk Profiling

Risk profiling

Name *

Email *

Email

Confirm Email

Occupation *

Service
Business/Self Employed
Student/Home maker/Retired

Your Present Job Or Business: *

Less secure/ Not Applicable
Relatively secure
Secure
Doesn’t matter as you can easily find a good new job/ career
Doesn’t matter as you already have enough wealth

The number of years you have until retirement is: *

Less than 5 years/ retired/ not applicable
About 5 - 15 years
About 15 - 20 years
More Than 25 Years

If your current source of income were to stop today, for how long will your present savings support you? *

Less than 3 months
3 to 6 months
6 months to 1 year
more than 1 year

You to Financially Support *

Only Myself
Two people including myself
3 - 4 people other than myself
More than 4 people other than myself

Your current annual family* savings (income less expenses) are: *

Under ₹2,00,000
Between ₹2,00,000 and ₹5,00,000
Between ₹5,00,000 and ₹10,00,000
Over ₹10,00,000

Which of these objectives is the most important to you from an investment perspective? *

Preserving wealth
Generating regular income to meet current requirements
Balance current income and long-term growth
Long-term growth

Main Office

SALT LAKE-ECTOR-II

BJ 107, Salt Lake Bypass, Sector II, Kolkata, West Bengal 700091, India

Make a Call

+91 89810-30909

Mon - Sat: 09am - 08pm

Send a Mail

info@thehealthywealth.in

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