Investment Risk Profiling Tool
Investment risk refers to the risk or volatility or fluctuation that an investment is exposed to. Investment risk profile refers to the level of investment risk a person is willing to take for potential investment returns – including the potential risk of loss of some capital in the short‐term, and the potential risk that retirement goals may not be met in the longer term.
1. If you want to invest Rs. 1 lakh, which lock-in period will you choose? Return is higher in longer lock-in period.
2. The age group you belong to:
3. How well do you understand investing in the markets?
4. Your current and future income sources (example: salary, business income, investment income, etc.) are:
5. How many dependents do you have? (Dependents are people like parents, spouse, children who depend on your income)
6. If you are investing for long‐term (more than five years), how long will you hold on to a poorly performing investment before selling it?
7. Volatile investments usually provide higher returns and tax efficiency. What is your desired balance?
8. If a few months after investing, the value of your investments declines by 20%, what would you do?
9. What level of potential losses and profits would be comfortable with?
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