Risk Profiler & Asset Allocation Advisor

1. What is your age group?

Under 30 Years (High long-term growth horizon) 30 to 45 Years (Balanced accumulative phase) 45 to 60 Years (Nearing stability and goal targets) Above 60 Years (Capital preservation and regular payouts)

2. What is your investment time horizon?

Less than 3 Years (Short-term debt/liquid focus) 3 to 5 Years (Medium-term hybrid allocation) 5 to 10 Years (Diversified equity compounding) More than 10 Years (Aggressive equity wealth multiplier)

3. If the stock market drops 20% in a month, what will you do?

Sell everything to protect remaining cash (Conservative) Do nothing and wait patiently for market recovery (Moderate) Invest more capital to buy quality funds at a discount (Aggressive)

4. What is your primary investment goal?

Protect my capital from inflation with minimal volatility Achieve balanced growth with regular income streams Maximize wealth creation in the long term, accepting short-term drops

5. What percentage of your savings are you comfortable investing in volatile assets?

Below 20% (Mainly Fixed Deposits, Debt Mutual Funds) 20% to 50% (Balanced hybrid portfolios) Above 50% (Pure Equity Mutual Funds, Direct Stocks)

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Risk Profiler & Asset Allocation Advisor

1. What is your age group?

2. What is your investment time horizon?

3. If the stock market drops 20% in a month, what will you do?

4. What is your primary investment goal?

5. What percentage of your savings are you comfortable investing in volatile assets?

Unlock Asset Allocation Report

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