Clarion Financial Services

Risk Profile Questionnaire

Risk Profiling

This field is required.

SECTION 1 – Personal Information

This field is required.
This field is required.
This field is required.
Gender
Marital Status
This field is required.
Occupation
This field is required.
This field is required.

SECTION 2 – Family Information

Number of Dependents
This field is required.
Children
This field is required.
Parents Financially Dependent?

SECTION 3 – Income & Cash Flow

Annual Household Income
This field is required.
Monthly Savings
This field is required.
Employment Stability
This field is required.

SECTION 4 – Existing Assets

Multi Selection can be done
This field is required.
Estimated Total Investment Portfolio
This field is required.

SECTION 5 – Liabilities

Outstanding Home Loan
This field is required.
Outstanding Education Loan
This field is required.
Vehicle Loan
This field is required.
Credit Card Outstanding
This field is required.

SECTION 6 – Financial Goals

Financial Goals
This field is required.
This field is required.
Goal Priority
This field is required.

SECTION 7 – Investment Experience

Type of Investments
This field is required.
Years of Investment
This field is required.

SECTION 8 – Risk Tolerance (Scored)

If markets fall by 20%
This field is required.
Expected Annual Returns
This field is required.
Which investment would you choose?
This field is required.
How comfortable are you with volatility?
This field is required.
Investment Horizon
This field is required.
How do you react to market news?
This field is required.
What is the maximum temporary loss you can tolerate in your investment portfolio?
This field is required.
How dependent are you on your investments for meeting current living expenses?
This field is required.
During a major market correction (such as COVID-19 in 2020), what would you most likely do?
This field is required.

SECTION 9 – Insurance

Life Insurance
This field is required.
Health Insurance
This field is required.
Term Insurance
This field is required.
Critical Illness Cover
This field is required.
Emergency Fund
This field is required.

SECTION 10 – Retirement Planning

This field is required.

SECTION 11 – Estate Planning

Nominee Updated?
This field is required.
Will Prepared?
This field is required.
Power of Attorney?
This field is required.
Trust created
This field is required.

Preference & Consent

Preferred Meeting Mode
This field is required.
Preferred Time
This field is required.
This field is required.