Risk Profile – Prayosha Investment
info@prayoshainvestment.in
+9197732 00811
Home
About Us
Our Services
Equity and Derivatives Trading
Liquidity and Loans Against Securities (LAS)
Protection and Insurance Planning
Specialised Investment Funds (SIF)
Mutual Funds and SIPs
Goal Based Wealth and Investment Planning
Wealth Management and Research Advisory
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Tools
Financial Calculator
Financial Health
Risk Profile
UseFul Link
Direct Vs. Regular
Contact Us
Book Now
Risk Profile Assessment | Investor Risk Tolerance
π Risk Profile Assessment
Understand your investor personality. Answer 8 questions to get your risk profile: Conservative, Moderate, Growth or Aggressive.
1. What is your age?
Above 60 years
45 - 60 years
35 - 44 years
25 - 34 years
Below 25 years
2. What is your investment horizon?
Less than 1 year
1 - 3 years
3 - 5 years
5 - 10 years
More than 10 years
3. How would you react if your portfolio dropped 15% in a month?
Sell everything immediately
Sell a portion to limit losses
Do nothing, wait for recovery
Buy more at lower prices
4. What is your primary investment goal?
Capital preservation (protect principal)
Regular income with low risk
Balanced growth & income
Long-term capital appreciation
Aggressive wealth creation
5. How much investment loss can you tolerate in a single year?
0% (cannot tolerate any loss)
Up to 5%
5% - 10%
10% - 20%
More than 20%
6. Your current knowledge about investing:
No knowledge / very new
Basic knowledge (FD, savings)
Moderate (mutual funds, bonds)
Experienced (stocks, ETFs)
Expert (derivatives, alternatives)
7. How stable is your annual income?
Unstable / irregular
Moderately stable
Stable job/business
Very stable with high savings
8. Do you have an emergency fund covering at least 6 months of expenses?
Yes, fully funded
Partially (1-5 months)
No emergency fund
π Assess My Risk Profile
π² Get your Risk Report
We'll send your profile + recommendations to WhatsApp
Cancel
Send to WA