Risk-Return Evaluation

A thoughtful individual contemplating their financial future, surrounded by graphs and charts depicting investment opportunities, with a serene yet focused expression, during a bright day in a modern office.

Risk-Return Evaluation Quiz

Welcome to the Risk-Return Evaluation Quiz! This quiz is designed to help you understand your investment preferences and risk tolerance. By answering a series of questions, you will gain insight into what type of investment portfolio suits you best.

Take a few minutes to reflect on your investment goals. This quiz covers:

  • Your age and investment experience
  • Your risk tolerance
  • Your financial goals and needs
11 Questions3 MinutesCreated by InvestingEagle24
Name:
Phone:
Email:
Date of Birth
Which of the following age brackets do you currently fall in?
Below 30
30-45
45-55
55+
Which of the following portfolio best suits you?
 A portfolio with a possibility of 25%+ return with 15% loss.
 A portfolio with a possibility of 15% return with 10% loss.
A portfolio with a possibility of 10% return with 5% loss.
A portfolio with a possibility of 5% return with 0% loss.
What factor is most important for you while choosing an Investment?
My return should significantly exceed inflation, even if this could mean significant volatility.
 My return should be moderately higher than inflation, with only moderate volatility.
 My return should be marginally higher than inflation, with minimum volatility.
My portfolio has to keep pace with inflation preserving my capital.
What is your investment Horizon?
Below 1 Years
1-2 years
2-5 Years
5+ Years
What is your net worth
Below 50 lakhs
50 lakhs - 1 crore
1-5 crore
5+ crore
Do you have any pressure and Diabetes or major disease?
Not yet and No family member have the disease
Not now but family member have the disease
Diabetes
Both Diabetes and pressure
What is the purpose behind savings?
To buy real asset (i.e. Building/car)
To meet your emergency need
To support your child (marriage/Education)
To fund after retirement
{"name":"Risk-Return Evaluation", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Welcome to the Risk-Return Evaluation Quiz! This quiz is designed to help you understand your investment preferences and risk tolerance. By answering a series of questions, you will gain insight into what type of investment portfolio suits you best.Take a few minutes to reflect on your investment goals. This quiz covers:Your age and investment experienceYour risk toleranceYour financial goals and needs","img":"https:/images/course3.png"}
Powered by: Quiz Maker