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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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