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?
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?
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:
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 ?
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?
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?
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?
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?
1 Time Horizon(Years)
2 Risk
3 Goal Amount(Rs.)
4 Inflation(%)