Assess your risk profile

In which investments do you have highest allocation?

Which statement is close to your investment philosophy?

Have you ever borrowed money to make an investment other than your own home
(for example: an investment property; holiday home; share portfolio; margin loan; etc)?

Suppose you own an equity portfolio that has fallen by 20% this month. How would you react?

You have inherited a sizeable amount recently. How would you invest the same?

Imagine you were in a job where you could choose to be paid a fixed salary, variable salary or a mix of both. Which would you pick?

Approximately what portion of your monthly net income goes towards paying of installments (for loans)?

Which of the following age brackets do you currently fall in?

What is the size of your emergency fund?

Your risk profile is



Disclaimer: All the information/outcome of the illustrator is solely for the guidance purpose of intended recipients only. After calculating or taking any decision based on the above information, you are advised to consult your financial advisor. The company shall not be held responsible for any error/ misrepresentation on the outcome of the calculator. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

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