START YOUR INVESTMENT PLAN

My name is and I am years old .
My annual income is ₹ and I save ₹ every year.

ENTER YOUR FINANCIAL GOALS

My name is and I am years old.

My annual income is ₹ and I save ₹ every year.

₹ in Years
₹ in Years
₹ in Years
₹ in Years
₹ in Years
  

Please answer the following 5 questions to understand your risk profile.

    
      

1. How would I describe my knowledge of investments?

                                                
    
      

2. When I invest my money, I am

      
                                       
    
    
      

3. Select the investments you own/would like to own

      

(If you own multiple investments, please select the one which is the largest part of your portfolio)

      
                                       
    
    
      

4. Consider this scenario: Imagine that in the past 3 months, the overall stock market lost 30% of its value. An individual stock you own also lost 30% of its value. What would you do?

              
          
    
    
      

5. We have outlined the best-case, worst case and average annual returns of 5 portfolios? Which portfolio would you pick?

                                                                                                                                                                                                                                                                                                                                                                                                 
PortfolioAverage ReturnsBest ReturnsWorst Returns
                       8%9%6%
                       10%15%-5%
                       12%35%-18%
                       15%50%-30%
                       17%70%-50%