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RISK PROFILE:

  • Your risk taking capacity in stocks is…
    • Low
    • Moderate
    • Moderately aggressive
    • Agressive
  • You want to invest in stocks for….
    • Less than 2 years
    • 2 to 5 years
    • 5 to 10 years
    • 10 years & more
  • What percentage of your total assets you are willing to put in stocks ?
    • 0 to 10%
    • 10 to 25%
    • 25 to 50%
    • More than 50%
  • Your returns expectation from stocks in next 5 years ?
    • Anything above bank return & inflation
    • 2 to 3 times
    • 3 to 5 times
    • 5 times or more
  • Number of people dependent on you ?
    • None
    • 1 to 2
    • 2 to 4
    • 4 & More
  • Any upcoming major expense for which you may need to withdraw money from stocks ?
    • None
    • In 2 to 5 years
    • In 5 to 10 years
    • After 10 years
  • Since how long you are investing in stocks ?
    • Just started, this is my first time
    • Since last 3 years
    • Since last 5 years
    • since last 10 years or more
  • How frequently you will add capital into stocks ?
    • Will invest at one go & looking to grow on that capital
    • Will invest on regular intervals as & when i get extra cash
    • Will invest systematically every month / quarter / year
    • Will invest more in future as i get cash from sale of other assets
  • Do you have any ongoing bank loan / liability ? ( tick & able to select multiple options )
    • Personal loan
    • Home loan
    • Car loan
    • Other
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