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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?

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

Next

How familiar are you with investment matters?

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

Next

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

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?

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

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

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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?

Your score is 34 points.

Your investor risk profile is Aggressive.