Risk Assessment - Personal Finance
Before starting any investment, do self examination based on your current financial status... This would help you to choose the right investment product. The Risk assessment method can help you to set your Financial Goals / Needs clearly and make the appropriate investment. (We are keeping your Data Confidentially !)
Email *
Name *
Age *
Email *
Risk Profiling - Questionnaire
Your Profession *
1 point
What is your Annual Pay Check (Income) ? *
1 point
Had you covered with any of the below Protection ? *
Required
Had you the Emergency Fund ? (If yes, choose the below) *
Had you invested or save before ? *
Required
How long are you investing in the said above investments or savings instruments(Post office, Banks, Mutual Funds, Equity, Bonds or any other) ? *
If someone (Advisor or Broker or Agent or Manager or Stranger) giving you a free Tip to invest in Risky investments... Should you invest immediately ? *
You have won ₹ 1 Crore in a Contest. What is your plan now for that earned money ? *
Your thought about the Secondary Income ? *
Required
You have a ₹ 10 Lakh in your Bank Savings account and an outstanding loan amount of ₹ 12 Lakh, What's your Plan now ? *
Your Primary Investment objective *
Your expected returns on investing(Annually) ? *
Who is responsible when you are losing money in any investments ? *
There is a Market Crash, your bought stock or share went down 20 Percent in a Single day. What's your view ? *
There is a Market Crash, your lovable stock went down 20 Percent in a Single day, which you hadn't bought before. What's your view ? *
What's your belief on Investing ? *
Knowledge about Personal Finance (Savings and Investing) *
Required
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