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Risk Profile Questionnaire
This helps us in creating a suitable investment portfolio for you.
Full Name
Email
Current Investments are Largely in
*
Bank FD/ PPF/ NSC/ Gold
Debt Mutual Funds
Real Estate
Equity Mutual Funds
Direct Stocks
Value of investments can decline in market downturn. How much could your portfolio fall before you feel uncomfortable?
*
Not Comfortable with any loss
< 5%
< 10%
< 15%
> 15%
How has been your past investing experience in capital markets (direct equity/ equity mutual funds)?
*
None. I’m new to this
I’m observing the markets (or invested) since less than 3 years and not seen a bear cycle.
I’m observing the markets (or invested) since more than 3 years and have seen a bear cycle.
Current & future income sources are
*
Highly uncertain
Uncertain
Stable with normal growth
Stable with high growth
Savings as a percentage of income are
*
< 10%
10 - 20%
20 - 30%
30 - 50%
> 50%
What are your return expectations
*
Better than FD returns
Wealth generation (12% p.a. and above returns)
For how long are you willing to stay invested?
*
< 3 years
3 - 5 years
5 - 7 years
Submit
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