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Risk Profile Questionnaire

Please take a moment to answer the following questions. The information you provide will help us understand your risk tolerance and guide you towards the most suitable mutual fund investments or insurance plans based on your financial goals.

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Investment Risk Assessment

Investment Risk Assessment

1. What is your main financial objective?

A) Protect capital, avoid risk. B) Moderate growth, stable returns. C) Maximize returns, accept risk. D) Generate steady income.

2. How long do you plan to invest?

A) Less than 3 years. B) 3-5 years. C) More than 5 years. D) Not sure, depends.

3. How do you react to market downturns?

A) Sell to prevent losses. B) Hold and wait for recovery. C) Buy more during downturns. D) Evaluate and adjust portfolio.

4. How experienced are you with investing?

A) No experience. B) Some experience. C) Very experienced. D) Professional investor.

5. What percentage of your income do you invest?

A) Less than 10%. B) 10-20%. C) 20-50%. D) More than 50%.

6. What type of investments do you prefer?

A) Fixed deposits, bonds. B) Mutual funds, index funds. C) Stocks, real estate. D) Crypto, derivatives, startups.

7. How often do you monitor your investments?

A) Rarely or never. B) Every few months. C) Weekly. D) Daily or multiple times a day.

8. What is your reaction to high-risk, high-reward opportunities?

A) Avoid them entirely. B) Consider a small portion. C) Invest a significant portion. D) Seek them actively.

9. How would you react if your portfolio dropped 20% in value?

A) Sell immediately to prevent further loss. B) Hold and wait for recovery. C) Invest more while prices are low. D) Analyze the market and adjust.

10. What is your primary source of investment knowledge?

A) Friends & family. B) News and online articles. C) Financial advisors. D) Personal research & experience.

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