Risk Profiler
Simple questions to identify your investment profile based on which we can suggest an asset allocation plan to construct and manage your portfolio.
1 / 6
1. What is the key purpose / objective of your investment portfolio?
-
A
Protect my capital. -
B
Primarily protect my capital, but also looking for some growth. -
C
Balance between capital protection and portfolio growth. -
D
Portfolio growth by taking some risk that may result in fluctuating returns. -
E
Maximise portfolio growth by taking considerable risk.
2 / 6
2. What would you do if your portfolio starts showing a loss?
-
A
Sell the entire / large part of the investments immediately. -
B
Wait and watch closely.. but sell if the loss is 10% or higher. -
C
Continue to hold.. but would sell if the loss is around 20%. -
D
Not be concerned with short term fluctuations, but sell if the loss is 30% or higher -
E
Investment is for the long term, hence I am not worried about fluctuations in the value.
3 / 6
3. I am most comfortable with the following risk / return scenario?
-
A
Return of 8% and risk of loss of 2% -
B
Return of 12% and risk of loss of 5% -
C
Return of 15% and risk of loss of 10% -
D
Return of 25% and risk of loss of 20% -
E
Return of greater than 25% and risk of loss of more than 20%
4 / 6
4. I generally invest for a period of?
-
A
Less than 1 year -
B
1 - 3 years -
C
3 - 5 years -
D
5 - 10 years -
E
> 10 years
5 / 6
5. When it comes to investing in financial products, you consider yourself?
-
A
Ignorant -
B
Beginner -
C
Competent -
D
Proficient -
E
Expert