How familiar are you with financial markets and mutual funds?

I have no knowledge at all

I have limited knowledge and understanding

I understand basic concepts

I am experienced and actively follow news

I have advanced knowledge and invest regularly

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How do you feel about taking risks with your investments?

I cannot tolerate any risk at all

I prefer very low risk with minimal returns

I can take moderate risks for potential returns

I am comfortable with high risks for higher returns

I thrive on very high risks and potential maximum returns

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How often do you monitor your investments?

Daily

Weekly

Monthly

Quarterly

Rarely or only when needed

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How would you prioritize returns vs. safety in your investments?

I prioritize safety, even with low returns

I want moderate returns with reasonable safety

I am willing to accept some risk

I prioritize high returns over safety

I seek maximum returns, regardless of the risk

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Which of the following investment options are you comfortable with?

Fixed deposits or savings accounts

Government bonds or debt mutual funds

Balanced mutual funds or index funds

Equity mutual funds or individual stocks

High-risk investments

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Have you previously invested in mutual funds or any market-linked investments?

No, I have never invested in them

Yes, but with very limited experience

Yes, and I have some understanding

Yes, I have substantial experience

Yes, I actively manage a diversified portfolio

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Have you ever experienced significant losses in your investments?

Yes, multiple times

Yes, once

No, but I am aware of the risks

No, I have never invested

No significant losses

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What is your time horizon for achieving your financial goals?

Less than 1 year

1 – 3 years

3 – 5 years

5 – 10 years

More than 10 years

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How would a major life event impact your investment strategy?

I would change my strategy significantly

I would consider making some changes

I would maintain my current strategy with minor adjustments

I would not change my strategy at all

I am unsure how it would affect me

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Risk Analysis

How familiar are you with financial markets and mutual funds?

How do you feel about taking risks with your investments?

How often do you monitor your investments?

How would you prioritize returns vs. safety in your investments?

Which of the following investment options are you comfortable with?

Have you previously invested in mutual funds or any market-linked investments?

Have you ever experienced significant losses in your investments?

What is your time horizon for achieving your financial goals?

How would a major life event impact your investment strategy?