We have compiled some questions that will help us to evaluate both the parameters.
After submitting the answers, you will get the report via email. The questionnaire
takes about 10-15 minutes for completion.
Risk Profiling Questionnaire
Please answer all the questions by circling one of the options. Choose the option
that best indicates how you feel about each question. If none of the options is
exactly right for you, choose the option that is closest.
Date of Birth:
Your source of income
Your current annual take-home income from all sources is:
What is the value of your liquid (or investable) assets? This includes cash plus any easily sold investments like Bonds, Stocks, Mutual Fund etc.
What kind of investments do you currently own?
What do you want this investment portfolio to do?
What is your Investment Horizon?
You invest substantial amount in a stock that goes down by 8% the next day. You.
You have invested in shares that you expect will become multibaggers in 1-2
years. These share prices drop 30% soon after you buy them. You: