Client Profile

Executive Summary:

Nisha A Azeez

Individual Investor

Age: 55

Portfolio: Individual, Taxable

State: Chennai

Current Assets: 500,000 INR

Return Goal: 8%

One year loss limit (worst case scenario): 12-15%

Objectives:

 Long-term growth and capital preservation

 Risk profile: Conservative
 Time Horizon: Greater than five years
 Short-term liquidity needs: None
 Long-term rate of return expectation: 8% (based upon historical rates of return)