Q.1 What is your primary investment timeframe for this portfolio?

• Less than 1 year
• 1 to 3 years
• 3 to 5 years
• More than 5 years

Q.2 When do you expect to need access to a major portion of this capital?

• Within 12 months
• In 1 to 3 years
• In 3 to 7 years
• Not for at least 7+ years

Q.3 What percentage of your total liquid net worth does this investment represent?

• More than 50%
• 25% to 50%
• 10% to 25%
• Less than 10%

Q.4 How secure is your primary source of income (job / business)?

• Very unstable / unpredictable
• Somewhat stable
• Stable and regular
• Very secure with additional fallback assets

Q.5 Which statement best describes your investment experience?

• None: Only bank FDs, savings accounts, or liquid assets
• Basic: Fixed-income instruments and debt mutual funds
• Moderate: Equity mutual funds, balanced funds, and blue-chip stocks
• Extensive: Direct stock trading, derivatives, real estate, or private equity

Q.6 What is your main objective for this investment portfolio?

• Capital Preservation: Avoid nominal loss, even if returns lag inflation
• Conservative Growth: Stable income with minimal downside risk
• Balanced Growth: Moderate capital growth while enduring short-term dips
• Aggressive Growth: High capital appreciation, accepting sharp fluctuations

Q.7 If the market drops 20% in a quarter and your portfolio falls 15%, what would you do?

• Panic and exit all investments immediately to prevent further loss
• Sell a portion to move into safer options like Fixed Deposits / Debt
• Do nothing and hold until the market recovers
• Invest additional capital to take advantage of lower valuations

Risk Form