Risk Profiling

Assessment

Risk Profiler 12 Questionnaires

Discover your investment risk appetite. Answer all 12 questions, fill in your details and get your risk profile instantly.
(Each answer carry 10, 20, 30 and 40 points get result between 120 to 480)

1. How long have you been investing in Equity Markets / Stocks / Mutual Funds?

Less than 1 year Around 1-3 years Around 4-6 years More than 7 years

2. How do you usually react to a significant decline in the value of your investments (e.g. 20% to 40% drop)?

I would sell all my investments I would sell some of my investments I would do nothing I would buy more investments at the lower price

3. How comfortable are you with taking Risks / Losses to achieve better returns?

Not comfortable at all Slightly comfortable Moderately comfortable Very comfortable

4. What level of temporary decrease in investment portfolio value can you tolerate?

Minus <10% Minus 10-25% Minus 25-40% Minus >40%

5. How stable is your current income / job or business?

Very unstable Somewhat unstable Stable Very stable

6. How many months of living expenses do you have saved in an Emergency Fund?

Less than 3 months Around 3-6 months Around 6-12 months More than 12 months

7. Do you have any near-term financial obligations that you may have to access your investments?

Yes, significant obligations Yes, some obligations Few obligations No obligations

8. How would you characterise your past and current investments?

Mostly safe investments like FDs, PF etc Somewhat safe investments & some risky Equal Combination of safe and risky Mostly risky investments like stocks and equities

9. What is your expected annual return on your investments to meet your investment objectives?

Less than 6% Around 6-9% Around 9-12% More than 12%

10. What is your primary objective for all investments?

Wealth Preservation (Keep Investments Intact) Wealth Distribution (Generate Regular Income) Nominal Wealth Creation (Grow Investments at a Moderate Pace) Aggressive Wealth Creation (Maximize Long-Term Wealth Growth)

11. How long do you plan to invest before you need to start withdrawing your investments?

Less than 3 years Around 3-5 years Around 5-10 years More than 10 years

12. How flexible are you with investment time horizon i.e. how long can you hold the investments?

Not flexible at all Slightly flexible with the timeframe Somewhat flexible with the timeframe Very flexible with the timeframe

Your Details

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MOHAN KHILARI  |  AMFI Registered Mutual Fund Distributor  |  ARN-334850 & EUIN-E636007