Age Income Intention

a <=30 Years below 1 lakh invest with a time horizon in mind

b 31- 40 Years 1 - 5 lakh invest with a goal in mind
c 41-50 Years 5 -10 lakh Returns above inflation
d 51-60 Years 10 -25 lakh return in line with inflation
e >60 Years more than 25 lakh protection of capital

Name of Clienpan no. mobile no. email id

1 client 1
5 client 5
6 client 6
8 client 8
11 client 11
14 client 14
17 client 17
19 client 19
22 client 22
27 client 27
29 client 29
30 client 30
32 client 32

1 Age

5
4

2 Income

8
3 Intention

14
12
10
8
6
4
2 3
0
d
in
m m
in i n
on al
ori z a
go
eh i th
tim tw Re
tu
h
a ves
it i n
stw
e
i nv

4 Expectation

5 Risk Profile

12
 Dependants Aggressive Conservative
None 2 0
1 3 2
2 6 0
3 2 4
4 or More 1 3

Age Aggressive Conservative

<=30 Years 3 3

31- 40 Years 5 0
41- 50 Years 2 2
51- 60 Years 1 2
>60 Years 3 2

income Aggressive Conservative

below 1 lakh 2 2
1 - 5 lakh 2 3
5 -10 lakh 2 2
10 -25 lakh 6 1
more than 25 lak 2 1
expectation , If risk profile Age Income Intention
85 - 225 Aggressive 10 7 3
90 - 200 Moderate 8 8 14
99 - 175 conservative 8 8 12
105 - 155 4 8 3
115 - 130 5 4 3
35 35 35

Age Income intention expectation Risk Profile

41 - 50 1 - 5 lakh return in line with inflation 115 - 130 Moderate
31 - 40 below 1 lakh Returns above inflation 105 - 155 Moderate
31 - 40 more than 25 lakh invest with a goal in mind 115 - 130 Moderate
31 - 40 1 - 5 lakh invest with time horizon in mind90 - 200 Aggressive
31 - 40 5 -10 lakh invest with a goal in mind 90 - 200 Aggressive
51 - 60 5 -10 lakh protection of capital 115 - 130 coservative
41 - 50 10 -25 lakh Returns above inflation 85 - 225 coservative
<=30 below 1 lakh invest with a goal in mind 115 - 130 coservative
41 - 50 1 - 5 lakh protection of capital 115 - 130 coservative
>60 1 - 5 lakh Returns above inflation 115 - 130 coservative
<=30 below 1 lakh protection of capital 115 - 130 coservative
51 - 60 5 -10 lakh Returns above inflation 99 - 175 coservative
>60 10 -25 lakh Returns above inflation 85 - 225 Aggressive

Age
5 10
<=30 Years
4
31- 40 Years
41-50 Years
51-60 Years
>60 Years

8 8

Income
4 7
below 1 lakh
1 - 5 lakh
8 5 -10 lakh
10 -25 lakh
more than 25 lakh
8
8
 Intention
14
12
10
8 14
12
6
4
2 3 3 3 Intention
0
d d l
in in on on i ta
m m flati flati cap
in in in in of
o n al ve th n
ori z
a
go
a bo e wi c tio
e
eh i th rn
s lin ot
tim w tu i n pr
a st Re n
th ve ur
i in ret
t w
es
i nv

Expectation
8
10
85 - 225
90 - 200
99 - 175
105 - 155
115 - 130
3
8

Risk profile

9
Aggressive
14 Moderate
conservative

12
 6

3
Aggressive
2 Conservative
1

0
None
1
2
3
4 or More

6
5
4
3 Aggressive
2 Conservative

1
0
<=30 Years 31- 40 Years 41- 50 Years 51- 60 Years >60 Years

more than 25 lakh

10 -25 lakh

5 -10 lakh Aggressive

Conservative

1 - 5 lakh

below 1 lakh

0 1 2 3 4 5 6 7
Expectation Risk profile
8 14
8 12
6 9
3
10
35 35

Dependents
3
3
3
4 or more
3
3
3
4 or more
3
3
4 or more
4 or more
3
Aggressive
Conservative

Aggressive
Conservative