This Risk Profiler helps you to identify your risk taking appetite and your investment strategy at certain age. Please select only one option for each question to the best of your knowledge.

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1. I fall in the following age band:

 
 
 
 
 

2. The portion of my monthly income that goes towards household expenses and payment of loan instalments is:

 
 
 
 
 

3. Have I planned for and kept funds aside for meeting my financial goals like marriage, purchase of a home, child’s higher education etc.

 
 
 
 
 

4. 5 to 10 years from now, I expect my investments to be:

 
 
 
 
 

5. By when do you require this money from your proposed investments?

 
 
 
 
 

6. The asset mix that most closely matches my own preference is:

 
 
 
 
 

7. If my equity portfolio is losing money, I will sell & exit from the investment if my loss exceeds:

 
 
 
 
 

8. . I would be most comfortable with the following type of portfolio over a period of 5 years.

Yr 1 Yr 3 Yr 5 Average
a Portfolio A 25% -18% 32% 13%
b Portfolio B 15% -24% 36% 9%
c Portfolio C 9% 7% 5% 7%
d Portfolio D 6% 5% 3% 5%
E Portfolio D 3% 3% 3% 3%
 
 
 
 
 

9. I don’t feel sorry about some bad investment decisions:

 
 
 
 
 

10. I usually pick the tried & tested- the slow, safe, but sure investments:

 
 
 
 
 

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