Risk Profile Tool | iSaveFirst

Questionnaire

10 short questions

2. Number of people dependent on you?

More than 2210

3. Your understanding of investments and markets?

Very little understandingBasic understandingSound understandingHighly experienced & great understanding

4. What are your preferred investment classes? (select all that apply)

Bank FDs, liquid mutual fundsBonds, debt mutual fundsEquity mutual funds and direct equityIntraday trading, F&O, commodities

5. While evaluating a major investment, your focus is on…?

Always the possible lossesUsually the possible lossesUsually the possible gainsAlways the possible gains

6. If you invest in a share that drops 8% the next day, what will you do?

Hold till it comes back to cost and sellBook the loss and shift to fixed deposits or bondsDo not bother — you researched the companyAverage your cost by investing more at the lower price

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

Less than 1 year1 to 3 years3 to 5 yearsMore than 5 years

8. How many years are left for your retirement?

Already retiredLess than 10 yearsAbout 10–15 yearsMore than 15 years

9. If your income stops today, how long can you survive financially?

3 – 6 months6 – 9 months9 months – 1 yearMore than 1 year

10. What level of portfolio fluctuation would you generally be comfortable with?

Between -5% and +5%Between -10% and +10%Between -15% and +15%Between -20% and +20%

Your profile

Answer all 10 questions on the left to see your indicative risk profile band.

These calculators are educational tools based on simplified assumptions. They do not constitute financial advice, investment advice, insurance advice, tax advice, or a final recommendation. For a personal diagnosis, speak with Kamal in a clarity call.

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