Investor Risk Tolerance Survey - Find your Ideal Investment Style
Investor Risk Tolerance Survey
Discover your ideal investment style with our Investor Risk Tolerance Survey. This quiz is designed to help you understand your risk tolerance and investment preferences, guiding you towards smarter investment decisions.
By answering a series of simple questions, you will gain insights into:
- Your comfort level with various types of investments
- Your knowledge about mutual funds
- Your financial situation and long-term goals
Your knowledge of mutual funds is:
Non-existent to very limited
Fair
Good
Excellent
What is your Marital Status
Single
Married
Others
Please provide an estimate of your total annual income. You can include employment/pension plan income and income from other sources. Select one from the options given:
Under Rs. 2.5 Lakhs
Between Rs. 2.5 – 5 Lakhs
Between Rs. 5 – 7.5 Lakhs
Between Rs. 7.5 – 10 Lakhs
Between Rs. 10 – 12.5 Lakhs
Between Rs. 12.5 – 15 Lakhs
Above Rs. 15 Lakhs
How would you consider your tolerance for investment risk to be?
Low
Low-Medium
Medium
Medium-High
High
What percentage from your investments are you comfortable investing for a longer period of time like 5 years or above?
Less than 25%
25% to 50%
50% to 75%
75% or more
In mutual fund industry as the investment returns are not guaranteed and you could lose part of it therefore how low must the likelihood of loss be for you to make the investment?
Zero, no likelihood of loss
Low likelihood of loss
Equal likelihood of loss and gain
How much of your investments are you willing to invest in higher-risk investments for the potential to earn higher returns?
Zero
1% to 30%
30% to 50%
50% to 70%
70% to 80%
80% to 100%
Which of the following statements best describes your financial situation? Please consider your regular expenses and your ability to repay outstanding loans as well as saving for emergencies and retirement.
I need this investment to add to my current monthly/yearly income.
My financial situation is somewhat unstable and would need this investment to help me for the same.
I don’t need to supplement my income at this time; however, this could change.
I don’t expect to use this investment to meet my current income requirements, but I would need to access the funds in the event of an emergency.
My financial situation is stable and I have sufficient cash flow to meet most of my requirements.
My financial situation is completely secure and I can meet emergency requirements without withdrawing these funds.
I depend on my family for financial support and with this investment my aim is to have an independent source of income.
What liquidity method you expect your investment schemes to have?
Buy-Back Option
Roll-Over Option
Pledging
Switching-Over
Stock Exchange Listing
No Preference
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