1. What is your current stage of life?
(Please select one)

Single (10)Single with dependent parents (8)Young Family (6)Mature Family (5)Nearing Retirement (4)Retired (2)

2. How familiar are you with financial markets?
(Please select one)

No knowledge (2)Basic understanding, limited experience (4)Fair knowledge and some experience (6)Good knowledge, aware of most products (8)High-level knowledge and investment expertise (10)

3. What is your primary purpose of investing?
(You may choose more than one)

Capital protection (2)Regular income generation (4)Capital growth (6)Wealth creation over long term (10)

4. What does your current investment portfolio mainly consist of?
(Please select the closest option)

Money market instruments, bonds, fixed deposits (2)FD, Bonds, Gold, and some Blue-chip stocks (4)Mix of Blue-chip and Aggressive stocks (6)High yield debt, REITs, PMS, and midcap/smallcap stocks (8)Mostly aggressive equity with leveraged positions (10)

5. How long do you plan to keep these investments?

Less than 3 years (2)3 to 5 years (4)5 to 10 years (6)More than 10 years (10)

6. How much liquidity do you prefer to maintain?
(What percentage of your portfolio should be liquid/accessible?)

50% or more (2)Around 30% (4)Around 10% (6)Less than 10% (10)

7. How long will you hold on to an investment if it underperforms?

Exit immediately (2)Hold for 3–6 months (4)Hold for 6–12 months (6)Hold for more than a year (10)

8. If your portfolio value drops by 25% due to market volatility, what would you most likely do?

Exit immediately (2)Stop investing further (4)Hold and wait for recovery (6)Buy more to average out (10)

9. What type of loss are you comfortable accepting at any point?

Up to 5% (2)Up to 15% (4)Up to 25% (6)Up to 35% (8)Any amount (10)

10. Which of the following best describes your risk appetite?

Prefer low risk, avoid losses (2)Prefer stability with low risk (4)Moderate risk, prefer long-term growth (6)Willing to take calculated risks for better returns (8)High risk-taker aiming for maximum growth (10)

Total Score:
(Add up the score from each answer and enter it here)

I agree with the above risk profiling outcome.I disagree and would like to be placed in a different profile