• Investor Risk Profile Questionnaire

  • Understanding your risk appetite is essential for making informed investment decisions. This quick questionnaire helps us assess your financial circumstances, investment goals, time horizon, and comfort with risk.

    • Takes approximately 2 minutes
    • Simple, jargon-free questions
    • Helps determine your investment risk profile

    How It Works:
    1. Answer a few simple questions about your financial situation and investment preferences.
    2. Your responses will determine your risk profile: Conservative, Moderate, Aggressive, or Very Aggressive.

     

    Important: Your risk profile is based on the information provided by you and is intended to help assess the suitability of investments for your circumstances. It does not guarantee investment returns or eliminate the possibility of loss.

  • Risk Profile Questionnaire

  • 1. What is your age group?*
  • 2. How stable is your annual income?*
  • 3. Do you have an emergency fund?*
  • 4. How many people in your family are dependent on you?*
  • 5. What is your level of investment experience in the equity market?*
  • 6. What is your primary investment objective?*
  • 7. What is your investment time horizon?*
  • 8. How comfortable are you with market volatility?*
  • 9. What level of return do you expect from your investments?*
  • 10. How would you react if your investments do not perform well for 1–2 years?*

  • Risk Profile Results

  • Investment Profile Score

    Conservative Investor

    (Low risk tolerance; prioritizes safety and stability)

    		  09–15

    Moderate Investor

    (Balanced approach; accepts moderate risk and market fluctuations for better returns)

    		  16–23

    Aggressive Investor

    (High risk tolerance; prioritizes long-term capital growth and accepts significant market fluctuations)

     24–32

    Very Aggressive Investor

    (Very high risk tolerance; seeks maximum long-term growth and is comfortable with high volatility and short-term losses)

    		  33–40
    • Client Acknowledgement 
      • I/We confirm that the information provided in this questionnaire is true and complete to the best of my/our knowledge. I/We understand that my/our risk profile has been assessed based on the information provided.
      • I/We have been explained my/our risk category and the types of mutual fund investments considered suitable for my/our risk profile.
      • I/We understand that mutual fund investments are subject to market risks, market volatility and other economic factors. Returns are not guaranteed and past performance is not indicative of future returns.
      • I/We have read and understood the applicable Scheme Information Document (SID), Statement of Additional Information (SAI), Key Information Memorandum (KIM) and applicable risk factors of the scheme(s).
      • I/We acknowledge that the distributor is a commission-based mutual fund distributor and that the applicable commission structure has been disclosed to me/us.
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