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Risk Profile Assessment

Client Risk Profile Questionnaire

A quick 2-minute assessment to understand your risk-taking appetite before recommending a mutual fund portfolio.

Client Details

Risk Assessment

Which age group do you belong to? *
When will you need this invested money back? *
What is the primary goal for this investment? *
How would you describe your investing experience? *
How stable is your current income or source of funds? *
If your investment fell by 20% within a few months, what would you most likely do? *
Which statement best matches your attitude towards risk and return? *
What percentage of your total savings can you comfortably keep in market-linked (equity) investments? *
Do you have an emergency fund (at least 6 months of expenses) separate from this investment? *

By submitting, you agree that your assessment details will be emailed to you and the advisor.

 
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