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Know My Risk
Name
*
Age
*
Investment period
0 - 2 Years
2 - 5 Years
5 - 10 Years
10+ Years
"I consider myself to be knowledgeable about investments and financial matters"
Strongly agree
Somewhat agree
Disagree
How secure do you think is your current and future income?
Reasonably stable
Somewhat stable
Unstable
Which of the following statements best describes your investment objective?
Protect the value of my investment
Balance risk and return
Maximise long-term investment returns
Which of the following statements is true about your current savings / investments?
Presently, I do not have much savings / investments
I do have some savings / investments but not enough to meet my future goals
I already have good savings / investments to meet future goals
"I am comfortable with investments that may frequently experience large declines in value if there is a potential for higher return"
Agree
Somewhat Agree
Disagree
We have outlined the most likely best-case and worst-case annual returns of four hypothetical investment plans. Which range of possible outcomes is most acceptable to you? Annual Average, Best Case, Worst Case
6.00%, 8.00%, -1.00%
8.00%, 12.00%, -4.00%
10.00%, 15.00%, -7.00%
12.00%, 25.00%, -18.00%
Do you have any loans for which monthly EMI is being paid?
I have no loans outstanding
I am little uncomfortable with my loan / EMI
I am comfortable with my loan / EMI
Are you comfortable with a part of your portfolio invested in equity related products which can be very volatile and may result in negative returns, specially in the short term?
Not at all comfortable
I don't mind
I am comfortable
Submit
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