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Risk Profiling
Portfolio Designer

The risk profiling questionnaire is meant to measure the risk tolerance as well as time horizon in investing. The questionnaire is designed to show which type of investment approach may suit you best. Each answer would be given a point. The total score would suggest the appropriate risk profile for you.

Our advice: There are not any right or wrong answers, please follow your instincts and answer the questions. Please answer the following questions by selecting only one response to each question.

1) What is your current age?
18 to 30 years old
31 to 40 years old
41 to 50 years old
51 to 60 years old
Above 60 years old
2) How many months of expenses can your emergency funds cover?
I currently have no emergency funds
Less than 3 months
4 to 6 months
7 to 9 months
More than 9 months
3) What percentage of monthly income can be invested?
0 to 10%
11% to 20%
21% to 30%
More than 30%
I currently have no income
4) When do you expect to liquidate your investment?
Less than 1 year
1 to 2 years
3 to 5 years
6 to 7 years
More than 7 years
5) How many people depend on you financially?
1,But someone who work
2 to 3
More than 3
6) In order to achieve high returns I am willing to choose high risk investments.
Strongly agree
Strongly disagree
7) What is your expected rate of return from your investments?
Potential return of 6% per annum
Potential return of 10% per annum
Potential return of 12% per annum
Potential return of 15% per annum
potential return of more than 15% per annum
8) I would start to worry about my investments if my portfolio value falls
Less than 5% per annum
5%-10% per annum
10%-20% per annum
20%-30% per annum
More than 30% per annum
9) The maximum surplus in your current portfolio is parked into
Savings and fixed deposits
Equities and Derivatives
Mutual Funds
Real Estate
10) I prefer to keep capital safe rather than have high returns
Strongly agree
Strongly disagree
11) What is your primary investment objective?
Capital Preservation
Capital Appreciation
Retirement Planning
Children Education
Future Lifestyle Improvement
12) What is your annual take home income?
Under INR 2,00,000
INR 2,00,000 to INR 5,00,000
INR 5,00,00 to INR 10,00,000
INR 10,00,000 to INR 20,00,000
Over INR 20,00,000
13) What percentage of your take home income goes into repaying your liabilities?
> 50%
50% to 30%
30% to 20%
Less than 20%
I have enough of surplus

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