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Investor Risk Profile Questionnaire

Filling this questionnaire accurately will help us understand your risk tolerance with finance as well as time horizon in investing. This will further help us arrive at an appropriate investment strategy that will meet your financial and lifestyle objectives. The numbers in brackets are points for your answers. Add up the points given against your answer to arrive at a final score.

What is your current age?

Less than 30 years

30 -45 years

45 - 65 years

Beyond 65 years

Which of the following best describes your current stage of life?

Single with few financial burdens. Ready to accumulate wealth for future short term and long-term goals.

Married with no children. Preparing for the future by establishing a home. Expecting to have or already have a high purchase rate of household and consumer items.

Married with young child/ children. You have EMIs and childcare costs and maintain only small cash balances.

Married and working for many years. You are ready to start thinking about retirement.

Preparing for retirement. You own your home and have few financial burdens; you want to ensure you can afford a comfortable retirement.

Retired. You rely on existing funds and investments to maintain your lifestyle in retirement.

Next

How familiar are you with investment matters?

Not familiar at all with investments and feel uncomfortable with the complexity

Not very familiar

Somewhat familiar. I don't fully understand investments, including the share market

Quite familiar. I understand the various factors which influence investment performance

Very familiar. I use research and other investment information to make investment decisions

How many years of experience do you have in investing and managing investments?

No experience

Less than 3 years

3 to 5 years

5 to 10 years

More than 10 years

Next

For how long do you think you can remain invested before having to withdraw?

Less than 1 year

1- 3 years

3-5 years

5 - 10 years

More than 10 years

Would you require a portion of income from this investment portfolio to take care of your expenses during the investment horizon indicated by you above?

Require regular income

Require some income

Do not require any income

Next

What is your expected annualised rate of return from your investments over your time horizon?

Up to 8%

8-10%

10-12%

12-15%

More than 15%

What is the maximum loss of the investment portfolio (within 1 year) that you can tolerate?

I do not like any capital loss

up to 5% of my portfolio

6% to 10% of my portfolio

11% to 20%

Over 20%

Next

In case of a loss in your investment portfolio beyond your normal tolerance level (as specified by you in above) due to market fluctuations, how would you describe your most likely response?

You would liquidate (Sell) your investments immediately

You would liquidate partially and wait out in the rest of the portfolio

You would hold on to your investments and ride out short-term volatility in pursuit of your long -term objectives

You would add to your investments at the lower prices

Name ^*

Email ID ^*

Mobile number ^*

Send me a copy of my responses.

Your score is 34 points.

Your investor risk profile is Aggressive.

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PODCAST

NIFTY at Life Highs !!!…….11-Sep-23

In this episode for 11-Sep-23

Our analyst and expert gives you a market wrap for the day.

This is an easy listen and a good catch up in 2 minutes to know All About The Markets.

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