Name *

What is your current age? *

How many people depend on you financially? *

What is your annual take-home income? *

What percentage of monthly income can be invested? *

What is your primary investment objective? *

How long have you been investing in Mutual Funds? *

Which investment product are you comfortable with *

What is your expected rate of return from your investments? *

In order to achieve high returns, you are willing to choose high-risk investments. *

You would start to worry about your investments if your portfolio value falls *

You prefer to keep capital safe rather than have high returns *

From point of returns & tax efficiency, what kind of investment would you prefer? *

In March 2020, the Indian share market Sensex fell more than 17% during the month. If the share component of your portfolio fell by 20% over a short period, such as a month. Would you: *