Investor Risk Profile Assessment

Evaluate your risk capacity, investment horizon, and psychometric risk tolerance to align your mutual fund portfolio with appropriate scheme categories.

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Ameva Mutual Fund Distributors

ARN: 145058 | EUIN: E028717 | GSTIN: 06AAHPG6195K1ZD
Complete Client Agreement
Customer–MFD Distribution Agreement: The 19 statutory distribution clauses are available in the dedicated Client Agreement section.
View Client Agreement Form →

Part A – Investor Particulars

CLIENT DETAILS

21. Financial Profile

CAPACITY MATRIX
Annual Income (₹): *
Net Worth (Excluding Primary Residence): *
Financial Liabilities: *
Emergency Reserve (Monthly Expenses): *

22. Investment Experience

TRACK RECORD
Products Previously Used (Select all that apply):
Level of Investment Knowledge: *

23. Risk Tolerance

PSYCHOMETRIC MODEL
Q1. If ₹10 Lakh invested falls temporarily to ₹8 Lakh in a market dip: *
Q2. Maximum temporary decline reasonably tolerable in your portfolio: *
Q3. If equity markets remain volatile for 12–18 months: *
Q4. Which statement best describes your investment philosophy? *

24. Financial Capacity & Horizon

HORIZON MAPPING
Importance of Preserving Capital: *
Investment as % of Total Financial Assets: *
When will funds be required? (Investment Horizon): *

Part D – Risk & Commission Acknowledgement

DISCLOSURES

The Investor confirms that the following have been explained / made available where relevant:

Part E – Investor Declaration

STATUTORY CONSENT
  1. The information provided by me/us is true and complete.
  2. I/We have disclosed my/our financial circumstances and investment objectives accurately.
  3. I/We understand that the risk profile is based on information provided by me/us.
  4. I/We understand that mutual fund investments are subject to market risks.
  5. I/We understand that investment value can fluctuate and capital loss is possible.
  6. I/We understand that past performance does not guarantee future performance.
  7. I/We have been informed of the material risks relevant to my/our investment.
  8. I/We understand the difference between Regular and Direct Plans.
  9. I/We understand that AMEVA may receive permissible distributor remuneration.
  10. I/We understand that AMEVA does not guarantee investment returns.
  11. I/We have been given an opportunity to ask questions and seek clarification.
  12. I/We agree to inform AMEVA of material changes in my/our financial circumstances or risk tolerance.
  13. I/We understand that the final investment decision remains with me/us.
  14. I/We consent to Ameva collecting and processing my/our personal data under the Digital Personal Data Protection (DPDP) Act 2023 for investor onboarding, risk profiling, and statutory compliance.
OFFICIAL RISK ASSESSMENT RESULT (PART B.25)

MODERATE

Balanced allocation between capital appreciation and downside stability.

Email OTP Verified & Compliance Report Dispatched
Risk Capacity
MODERATE
Risk Tolerance
MODERATE
Investment Horizon
MEDIUM

Indicative Asset Allocation Breakdown as per Risk Profile

Indicative Scheme Categories based on Appropriateness

*Note: Scheme categories and asset allocations shown above are strictly indicative and illustrative based on your declared risk profile and investment horizon. Ameva acts solely as an AMFI-Registered Mutual Fund Distributor (ARN-145058) and does not provide investment advice or portfolio management services. Please read all Scheme Information Documents (SID/KIM) before making any investment decision.

AMEVA Mutual Fund Distributors · Internal Compliance Summary (Part G)
Registered Distributor: Ameva Mutual Fund Distributors (ARN-145058 | EUIN-E028717)
Grievance Officer: Rajesh Kumar Gupta (+91 98100 47256)
Compliance Status: Verified via One-Time Password (OTP). Statutory Customer-MFD Agreement recorded.
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