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Home
About Us
Services
Investment Consultancy
Asset Allocation
Portfolio Rebalancing
Risk Management
Financial Coaching
Holistic Retirement Blueprint
Children’s Future Blueprint
Tools
Financial Calculators
Download Forms
Pay Premium Online
Risk Profile
Health Checkup
Useful Links
Blog
Contact Us
Risk
1. If the performance of an investment you have recently made is below your expectations or in negative, how would you feel?
Very upset
Somewhat upset, but hope that it will improve in the future
Uneasy but willing to take it in my stride
Not upset because I know that all investments carry risk
Next
2. What do you normally associate the word 'Risk' with?
Danger
Uncertainty
Opportunity
Thrill
Next
3. If you had to make an investment decision without consulting or discussing it with anybody, how would you feel?
Very unsure
Not very confident
Some what confident
Very confident
Next
4. Experts tell you that investments are subject to risk and you have to be prepared for losses as well as gains. What is the level of loss in your investment that you are willing to accept?
I would hate to see any kind of loss in my investments
I will be willing to take up to a 20% loss
I can perhaps bear a loss of up to 40%
I am willing to take any kind of loss
Next
5. If you looked at the portfolio of the investments that you have already made, how would you characterise them?
Only assured return investments
Limited investment in risky products
Divided between risky and safe products
Mostly risky investments
Next
6. How familiar are you with the share markets and stocks?
Very little understanding or interest.
Have enough experience to understand the importance of diversification.
Know that markets fluctuate & different assets have different risk-return profile
Understand all investment sectors & know various factors influencing performance.
Next
7. Which of the risk/return scenarios would you be most comfortable with?
Low risk/return (maximum return 6% pa, minimum return 0% pa)
Moderate risk/return (maximum return 9% pa, minimum return -5% pa)
Above average risk/return (maximum return 12% pa, minimum return -10% pa)
High risk/return (maximum return 15% pa, minimum return -20% pa)
Next
8. Your reaction if your investment dropped from Rs 1 cr to Rs 70 lakhs?
Move the entire investment to cash
Move some of the investment to cash
Give it some more time
Invest more in that investment
Next
9. If you were investing in a shares, which of the following would suit you best?
I am not interested in shares
A blue chip portfolio which pays regular dividends
A mixture of large cap & mid cap shares
A portfolio of shares whose value could rise or fall dramatically
Next
10. What's your typical Investment Time Horizon?
Less than 1 Year
1 to 3 Years
3 to 7 Years
More than 7 years
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