Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

1. What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.
2. What is your attitude towards savings?
3. Have you invested in equity mutual funds before? If yes, for how many years?
4. To get above average (more than FD) returns you have to take risks
5. How will you describe your attitude towards investing
6. If your equity investment makes 20% losses next year will you:-
7. Are you interested in market and investing
8. How do you approach making financial or investment decisions

Your Existing Portfolio

Existing Portfolio

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Goal Summary

Your targeted Amount (Inflation adjusted 5% per annum)

Number of years you need to save

Monthly SIP investment required

Your Recommended Portfolio

Recommended Portfolio (SIP Amount - Rs. )

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