Let's Assess your Risk Appetite
Know Your Rishi Profile
1 ) What Percentage Of Your Monthly Income You Save?
Less Than 5%
5 To 10%
10 To 20%
More Than 30%
2 ) What Is Your Age Group?
20 To 35
35 TO 50
50 TO 60
ABOVE 60
3 ) What Should Be Your Ideal Time Horizon For Mutual Fund Investment?
LESS THAN 1 YEAR
1 TO 3 YEARS
3 TO 5 YEARS
MORE THAN 5 YEARS
4 ) In Which Of The Following options Have You Made Highest Investment Till Date?
LIQUID FUNDS,FD,PPF
DEBT MUTUAL FUND,BONDS
SHARES,EQUITY ORIENTED FUNDS
ALTERNATE ASSET( GOLD,REAL ESTATE ETC)
5 ) If Your Investment Make 10% Losses Next Year Will You?
SELL YOUR INVESTMENTS AND PUT THE PROCEEDS IN FIXED DEPOSITS
SELL SOME INVESTMENTSAND CONTINUE TO HOLD THE REST
DO NOTHING
TAKE ADVANTAGE OF THE CORRECTION AND INVEST SOME MORE MONEY
6 ) What Factor Is Most Important for You While Choosing An Investment?
HIGHEST POTENTIAL RETURN
REGULAR INCOME AND MARGINAL CAPITAL APPRECIATION
REGULAR INCOME
PRESERVATION OF CAPITAL
7 ) Seeking For Goals?
Retirement
Child Education/ Marriage
Dream House /Car
Vacation Planning
All of the above
8 ) Lumpsum amount you need to fulfill all your goals at maturity?
Up to 50Lac
50Lac to 1Cr
1Cr to 3Cr
3Cr to 5 Cr
Above 5 Cr
9 ) Expected return on your investment?
Up to 7%
7 to 10%
11 to 15%
16 to 20%
20% & Above
10 ) Your risk aptitude as per your Knowledge?
Low
Medium
High
Very High
