Risk Profiling Questionnaire
Risk Profiling Questionnaire
Understand your investment style and comfort with risk.
Your Name
Your Email
1. What is your age group?
Over 60
45 – 60
30 – 44
Under 30
2. What is your primary financial goal for investing?
Capital preservation
Regular income
Moderate capital growth
Aggressive long-term growth
3. What is your investment time horizon?
Less than 1 year
1 – 3 years
3 – 7 years
More than 7 years
4. How would you describe your knowledge of investments?
None – I rely entirely on my advisor
Basic – I understand savings and fixed deposits
Moderate – I know mutual funds and basic equities
Advanced – I follow markets and make my own decisions
5. How would you react to a 10% decline in your investment value in a short period?
Very concerned – I would consider withdrawing
Concerned – I would wait and watch
Slightly concerned – I would hold my investment
Not concerned – I see it as a buying opportunity
6. What portion of your total wealth do you plan to invest?
More than 75%
50% – 75%
25% – 50%
Less than 25%
7. What level of risk are you willing to take with your investments?
Very low – I can’t accept any loss
Low – I prefer capital protection
Moderate – I can take some risks
High – I am willing to take significant risks
8. Have you ever invested in high-risk instruments (like stocks or crypto)?
Never
Rarely – only small amounts
Occasionally – I follow the market
Regularly – I actively invest and trade
9. What is your source of income?
Fixed pension or retirement income
Salary with limited growth
Business or self-employed with stable income
High and growing income with bonuses/incentives
10. In case of a financial emergency, how many months of expenses can your savings cover?
Less than 1 month
1–3 months
3–6 months
More than 6 months
Submit
Send your Response Now
Please note, if you click on above button, do remember to attach the result pdf
WhatsApp us