This helps us understand your life stage and financial capacity
What is your investment experience?
This helps us gauge your comfort level with different investment products
Beginner (0-2 years)
New to investing, prefer simple and safe options like mutual funds
Intermediate (2-5 years)
Some experience with mutual funds, ETFs, and basic stocks
Experienced (5+ years)
Comfortable with direct stocks, bonds, and sector investments
Expert (10+ years)
Advanced investor comfortable with alternatives and derivatives
How would you react to a 20% portfolio decline?
This scenario helps us understand your emotional response to market volatility
Sell everything immediately
I cannot afford any losses and need my money to be safe
Wait and monitor closely
I'd be concerned but wait for some recovery before acting
Buy more at lower prices
I see this as an opportunity to invest more at discounted prices
Use this as an opportunity to buy aggressively
I'd actively look for undervalued opportunities and increase my investment pace
What is your primary investment time horizon?
When do you need to access most of your invested money?
Less than 3 years
Need money soon for major purchases or expenses
3-10 years
Saving for goals like home purchase or children's education
10-20 years
Building wealth for later life goals and retirement
20+ years
Long-term wealth building and retirement planning
What is your primary financial goal?
This helps us prioritize your investment strategy
Capital Preservation
Protect my money from inflation with minimal risk
Regular Income
Generate steady income from my investments
Balanced Growth
Moderate growth with reasonable safety
Capital Growth
Maximize long-term wealth creation
Do you have an emergency fund?
6-12 months of expenses saved in liquid instruments
No emergency fund
I don't have any emergency savings yet
1-3 months expenses
I have some emergency savings but not enough
3-6 months expenses
I have a reasonable emergency fund
6+ months expenses
I have a complete emergency fund in place
How stable is your income?
This affects your ability to take investment risks
Highly variable
Freelancer, consultant, or commission-based income
Somewhat stable
Job security exists but some uncertainty about future
Very stable
Secure job with predictable salary increases
Guaranteed income
Government job, pension, or multiple income streams
⚠️ Important Disclaimer: This is a sample model portfolio for educational purposes only. The recommendations are based on general risk profiling and should not be considered as personalized investment advice. Please consult with a qualified investment advisor or financial planner before making any investment decisions. Past performance does not guarantee future results.
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