Understand Your Risk Profile Discover your investment risk tolerance for tailored financial advice. Basic InformationFull Name *Email Address *Phone Number *Personal DetailsAge Group18-25 years26-35 years36-45 years46-55 years56+ yearsGenderMaleFemaleOtherAre you Married?YesNoIs your spouse...WorkingHomemakerBusinessRetiredStudentOtherDo you have any Children?YesNoHow many children?123 or moreGender of Child 1MaleFemaleOtherAge of Child 1Gender of Child 2MaleFemaleOtherAge of Child 2Gender of Child 3MaleFemaleOtherAge of Child 3Gender of Child 4MaleFemaleOtherAge of Child 4Financial BackgroundMonthly Income RangeLess than ₹30,000₹30,001 to ₹60,000₹60,001 to ₹1,00,000₹1,00,001 to ₹1,50,000Over ₹1,50,000Spouse income range (if any)Less than ₹30,000₹30,001 to ₹60,000₹60,001 to ₹1,00,000₹1,00,001 to ₹1,50,000Over ₹1,50,000What percentage of family income do you spend in a month? (including your spouse income)Do you currently have any savings or investments?YesNoWhich of the following do you have? (Check all that apply)Savings accountFixed depositsMutual fundsStocksBondsReal EstateGoldNoneRisk AssessmentDo you currently have term insurance?YesNoTerm insurance sum assured?Do you have health insurance coverage?YesNoHealth insurance coveerage?Do you have any other insurance coverage?YesNoPlease specifyHow comfortable are you with taking risks in your investments?If you don't like taking risks with your money, choose "Not comfortable at all."Not comfortable at allA little comfortableVery comfortableHow long are you planning to invest your money?If you're not sure, choose "A few months."A few months1-3 years4-10 yearsMore than 10 yearsHave you ever invested money before?YesNoWhich investment types do you prefer? (Select all that you prefer)Mutual FundsP2P LendingFixed DepositGoldReal EstateInvoice DiscountingGoal AssessmentWhat are the primary reasons for investing your money?Buy a HomeSave for RetirementBuy a CarSave for VacationSave for Child EducationSave for Child MarriageOtherWhen do you intend to buy the house?What is the current cost of the house?When do you intend to buy the car?What is the current cost of the car?When do you intend to retire?What are your current monthly expenses?When do you intend to go for vacation?What is the current cost of vacation?When will you need fund for child education?Generally, this fund is required when the child will be 18 years old.What is the current cost of higher education?When will you need fund for child marriage?What is the current cost of marriage?Provide other financial goals Submit
