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Our Offerings / Plan Uno

StocksMF

Plan Uno

A one-time portfolio review and a customized recommendation.

What's included

Review of your existing portfolio
Recommendation of a customized portfolio
Recommendation of SIPs, if they suit you

Get onboarded in 3 easy steps

Take the free risk assessment test
KYC and Investor Agreement signing
Payment of fee

That's it, in three easy steps.

Most suitable for

Investors with some investment experience
Who want a professional's eyes on their portfolio and investing style

Contact us for more queries

Risk Assessment Questionnaire

A few questions help us understand your situation and comfort with risk, so your plan fits you. It takes about three minutes.

Your details

Full name *

Please enter your name.

Email *

Please enter a valid email.

Phone *

Please enter your phone number.

What is your age? *

Please enter your age.

Situation

How do you consider your health?

Strong Moderate Weak Critical

What is the nature of your income?

Stable Fluctuating

Tentative income for the current year

and

How much investment corpus have you accumulated?

Do you own any immovable assets?

Yes No

How do you consider the financial situation of your family?

Very strong Strong Moderate Weak Critical

Do you have a desired retirement age?

No Yes

Family

Are you married?

Yes No

If married, do you have kids?

NA Yes, 1 kid Yes, 2 kids Yes, 3 or more kids

If married, does your spouse earn?

Yes, stable income Yes, but fluctuating No

Specific medium to long-term goals to plan (optional)

Experience and comfort with risk

For how long have you been investing in the securities market?

Never Up to 6 months Up to 1 year Up to 2 years Up to 3 years Greater than 3 years

How will you feel if the market falls 5% tomorrow?

Will like to invest more at a lower price Will wait to recover and do nothing Will partially sell investments to reduce further losses Will sell all investments to prevent further loss

How will you feel if the market rises 5% tomorrow?

Will invest more before the market rises further Will wait for the market to rise more and do nothing Will sell a few investments to realise some gain Will sell all investments and realise all gains

How many months of expenses do you have as emergency savings?

More than 12 months 6 to 12 months 3 to 6 months Less than 3 months

Any other special remark to enable risk profiling

Submissions are shared privately with Yellowsand and used only for your risk profiling.

Thank you

Your risk assessment has reached the Yellowsand team. We will review it and get back to you shortly.

A SEBI-registered, fee-only personal financial advisory firm. Investments, insurance and tax in one honest plan.

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Yatindra Agrawal, ProprietorSEBI Registered Investment Adviser

Registration

Individual (Self Proprietor)

SEBI Reg. No.

INA000022622 (Perpetual)

BASL No.

2524

Registered address

Plot #121, Shiv Colony, Tonk Road, Jaipur

Phone

+91 82098 99551

Email

ia.yellowsand@gmail.com

SEBI Regional Office
SEBI Northern Regional Office, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023

and brand name Yellowsand are trademark of Yellowsand prop. Yatindra Agrawal, application pending.