INPRISM - Lumpsum Robo Planner

Lumpsum Robo Advisor

I am years old and I want to invest Rs. for a time horizon of

My risk tolerance is

Build My Plan

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 1:

What is your investment Horizon?
How long you can keep your money invested in the Stock market before you need it?

Up to 2 Years 2-3 Years 3-5 Years 5-10 Years 10 Years & More

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 2:

How well do you understand investing in the Stock markets?

I don't understand the markets at all I have basic understanding of investing. I understand the risk and basic investment concepts like diversification. I have an amateur interest in investing .I have invested earlier on my own. I understand how Stock markets fluctuate and the pros and cons of different Asset classes I am an experienced investor. I Have invested in different markets and understand different investment strategies. I Have my own investment philosophy.

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 3:

My current and Future income sources (Ex: salary, biz income, etc.) are:

Very Unstable Unstable Stable Very Stable

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 4:

From the following 4 possible investment scenarios,
please choose your expectation ?

I can't consider any loss I expect 0%-10% returns I expect 10%-18% returns More than 18% returns

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 5:

If your investment was for long term (>7 Yrs.), How long will you hold on to a poorly performing portfolio?

If there is a Loss in my capital then I will withdraw in immediately I could hold up to 3 months I could hold up to 6 months I could hold up to one year I could hold up to two year I could hold more than two years

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 6:

Volatile investments usually provide higher returns and tax efficiency. What is your choice?

Preferably guaranteed returns, I don't care about Tax Stable, Reliable returns, with Less tax efficiency Some variability in returns , better tax efficiency Moderate variability in returns , reasonable tax efficiency Unstable, but potentially higher returns, maximum tax efficiency

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 7:

If few months after investing, your value of your investments declines by 20 %, what would you do?

Cut losses immediately and liquidate all investments, capital preservation is the Priority Cut your losses and transfer investments to safer asset classes. You would be worried, but would give your investments a little more time You understand volatility and accept decline in portfolio value as a part of investing. You keep your investments as they are. You add more money to your investments to bring the average buying price lower. You are confident about your investments and are not concerned by national losses.

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 8:

Which of these scenarios best describes your "Risk Range"? What level of losses and profits would you be comfortable with?

YOUR RISK PROFILE IS

1 Time Horizon(Years)

2 Risk

3 Investment Amount(Rs.)

Assess Your Risk Tolerance

Step 1:

Assess Your Risk Tolerance

Step 2:

Assess Your Risk Tolerance

Step 3:

Assess Your Risk Tolerance

Step 4:

Assess Your Risk Tolerance

Step 5:

Assess Your Risk Tolerance

Step 6:

Assess Your Risk Tolerance

Step 7:

Assess Your Risk Tolerance

Step 8:

YOUR RISK PROFILE IS

Historical Returns of our recommended portifolio for you

Recommended Portfolio (Lumpsum Amount - Rs.)