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+91-95997 70446
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AMFI Registration Number: 140810
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1. Age
18-25 years
26-35 years
36-45 years
46-55 years
Above 55 years
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2. How would you rate your capital market experience and knowledge as an investor?
No experience
Basic knowledge
Moderate knowledge
Good knowledge
Extensive/professional knowledge
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3. Where are your current investments primarily allocated? (Select one)
None
Fixed Deposits/ Govt Bonds
Debt Funds/ Corporate Bonds
Mutual Funds/Stocks/Real Estate
Advanced products (AIFs, Crypto, Forex, etc.)
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4. How much risk are you willing to take to achieve your investment goals?
Very low
Low
Moderate
High
Very high
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5. How would you react if your investment portfolio declined by 10% in a single day?
Sell everything immediately
Sell some investments
Do nothing, wait and watch
Consider buying more
Confidently add more investments
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6. What is your primary investment goal?
Capital preservation
Retirement planning
Income generation
Balanced growth
Wealth creation
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7. What is your investment time horizon?
Less than 1 year
1-3 years
4-6 years
7-10 years
More than 10 years
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8. Do you have an emergency fund in place?
No, none
Less than 1 month's expenses
1-3 months' expenses
3-6 months' expenses
More than 6 months' expenses
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9. How dependent are you on investment income for your regular expenses?
Completely dependent
Largely dependent
Somewhat dependent
Slightly dependent
Not dependent at all
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10. I have sufficient funds set aside to cover most emergencies.How would you describe your reaction to financial news and market volatility?
Very anxious
Somewhat anxious
Neutral
Calm
Excited/opportunistic
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