0 of 10 answered
1
Which of the following best describes your current stage of life?
Single with few financial burdens.
A couple without children.
Young family with a home.
Mature family, retirement in a few years.
Preparing for retirement. You own your home and have few financial burdens.
Retired.
Please select an answer to continue.
2
How familiar are you with investment matters?
Not familiar at all.
Not very familiar.
Somewhat familiar.
Fairly familiar.
Very familiar.
Please select an answer to continue.
3
How long have you been investing?
3 years or more.
Up to 3 years.
This is my / our first investment.
Please select an answer to continue.
4
How long would you invest the majority of your money before you think you would need access to it?
In 2 years or less.
Within 3 - 5 years.
Within 6 - 10 years.
Not for 10+ years.
Please select an answer to continue.
5
Which of the following statements best describes your goal for investing?
Preferably guaranteed returns.
Stable, reliable returns.
Some variability in returns.
Moderate variability in returns.
variable but potentially higher returns.
Please select an answer to continue.
6
Assume you had an investment that due to market conditions fell by 15% within a month, would you:
Sell all of the investments.
Sell a portion of your portfolio to cut your losses and reinvest into more secure investment sectors.
Hold the investment and sell nothing.
Invest more funds to lower your average investment price.
Please select an answer to continue.
7
If the value of your investments fell by 40% over the next 12 months, would you:
Sell all of the remaining.
Sell a portion of the remaining.
Hold your investments and sell nothing.
Invest more funds.
Please select an answer to continue.
8
The table below shows the highest one-year gain and highest one-year loss on four different hypothetical investments of ₹1,00,000. Where would you invest your money?
Portfolio APortfolio BPortfolio CPortfolio D
Highest Gain15,00020,50026,00031,000
Highest Loss2,4006,40011,00014,600
Investment Portfolio A
Investment Portfolio B
Investment Portfolio C
Investment Portfolio D
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9
Which one of the following statements describes you?
I prefer investments with little fluctuation in value and have low risk.
I prefer to diversify with an emphasis on low risk.
I prefer investments in a balanced portfolio.
I prefer to diversify with an emphasis on a high degree of returns with moderate risks, but still having a small amount of low risk investments.
I would select investments that have a higher degree of investment price fluctuation so that I can earn higher long term returns.
Please select an answer to continue.
10
How secure is your current and future income from sources such as salary, pensions or other investments?
Not secure.
Somewhat secure.
Fairly secure.
Very secure.
Please select an answer to continue.

* This questionnaire is suitable only for individual investors.

Suggested Based on Your Risk Profile"
Suggested portfolio allocation

* Results are indicative only and not financial advice.