Risk Profile Questionnaire

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Please answer the following questions honestly.
There are no right or wrong answers.
Tick ✔️ only ONE option for each question that best describes your situation.
Each option carries points, and the total score will help us understand your investment risk profile.

Name of the Investor *

Email *

1. Investment Time Period : How long can you keep your money invested before you need it? *

1) Less than 2 Years

2) Between 2 - 3 Years

3) Between 3 – 5 Years

4) Between 5 – 10 Years

5) 10 Years Plus

Required

2.Income Stability: How steady is your current income (salary or business income)? *

1) Unstable

2) Somewhat unstable

3) Stable

4) Very stable

Required

3. Emergency Savings: If there is an emergency, for how many months can your savings cover your expenses?

1) I don’t have any emergency savings

2) Less than 3 months

3) Around 3-6 months

4) Around 7-9 months

5) More than 12 months

Required

4. Current Investments: As of today, where is most of your money currently invested? *

1) Mostly safe options (FDs, PF, bonds, etc.)

2) Mostly safe options with some risky investments

3) Equal mix of safe and risky investments

4) Mostly risky options (shares, equity mutual funds, etc.)

Required

5. Investment Goals: What is your main purpose for investing? *

1) Protect my capital (I cannot accept any loss)

2) Earn regular income

3) Balance between safety and growth

4) High growth and wealth creation

Required

6. Future Financial Need: Do you expect to withdraw a large amount of money from your investments in the next 3–5 years? *

1) Yes, I may need most of my investments

2) Yes, some major withdrawals may be needed

3) Only small or occasional withdrawals

4) No withdrawals expected

Required

7. Risk vs Return Preference: Which return and loss combination are you comfortable with over time? *

1) About 8% yearly returns, but may fall of 3–4% in a bad year

2) 8–10% yearly returns, but may fall of 5–7% in a bad year

3) 10–12% yearly returns, but may fall of 8–10% in a bad year

4) 12–15% yearly returns, but may fall of 15–20% in a bad year

Required

8. Comfort With Losses: How comfortable are you with temporary losses to earn higher returns in the long run? *

1) Not comfortable at all

2) Slightly comfortable

3) Moderately comfortable

4) Very comfortable

Required

9. Reaction to Market Falls: If markets fall due to external reasons and your investments show losses, but fundamentals are strong, how long will you stay invested? *

1) I will exit immediately to avoid further loss

2) I will wait for 3–6 months

3) I will wait for 1 year

4) I will wait for more than 2 years

Required

10. Loan / EMIs Situation: Do you currently have any loans or EMIs? *

1) Yes, and I feel stressed about it

2) Yes, but they are manageable

3) No, I don’t have any loans/ EMIs

Required

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