Risk Profiling

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Risk Profiling

Your risk profile helps us understand how much investment risk you can take.

Full Name *

Mobile Number *

How secure are your current and future income from sources such as salary/ business/ profession? *

Very secured

Somewhat

Not secured

Do you have enough cash or liquid investments put aside to meet unforeseen events like job loss or sudden hospitalization? *

Yes

Somewhat

Are you comfortable paying EMIs towards your current loans & do you think you'll be able to continue paying them in future? *

Yes

I have no loans

How long have you been invested in equity related products like stocks, mutual funds, equity ULIPs etc? *

More then 5 years

Less 5 years

I have no equity exposure

Approximately what percentage of your investments is currently held in equity related products like stocks,mutual funds, ULIPs etc? *

More then 50%

20-50%

Less Then 20%

What would you do if your equity investments fell by more than 10% over a short period? *

Do nothing or invest more

Sell some

Sell all

What percentage of your monthly household income can you make available towards savings? *

More Then 30%

10-30%

Less Then 10%

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