Vima Dhan Aapka Parivar, Hamari Zimmedari

Risk Profiling

How Much Risk Actually Suits You?

Every investor is different. Your age, goals, income stability and — most of all — how you behave when markets fall should decide how much equity belongs in your portfolio.

Answer 10 quick questions and get your risk category with a suggested asset allocation. It takes about two minutes and it is completely free.

0 of 10 answered Your answers are private and shared only with your advisor.
1

What is your current age?

Younger investors usually have a longer runway to recover from market falls.

2

How long do you plan to stay invested?

Your investment horizon is the single biggest driver of how much equity suits you.

3

What is your primary investment goal?

4

How would you describe your investment knowledge and experience?

5

Your portfolio falls 20% in three months. What would you do?

Be honest — this is about how you actually behave, not how you would like to behave.

6

What portion of your monthly income can you comfortably invest?

7

How stable and predictable is your income?

8

Do you have an emergency fund covering at least 6 months of expenses?

9

How many people are financially dependent on you?

10

Which statement best describes what you expect from your investments?

Almost done — where should we send your profile?

Our advisor will use this only to explain your result and suggest a suitable plan.

This assessment is for guidance only and is not investment advice.