Declaration

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MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

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Declaration

investors

partners

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Need Analysis
Step 1 of 5
Risk Assesment
Custom goal
We will help you achieve your Goals; you help us by sharing your dreams with us.
1
10 Cr
1
30
1
10 Cr
Assessment of your risk profile is necessary in order to enable us to suggest a correct product mix to you.
(Following section opens only if user selects this option)

Tell us your Risk profile by moving the slider

your risk profile Conservative

When it comes to your investment attitude, you do not believe in subjecting your hard-earned money to uncertainties. Keeping this in mind, we can suggest an appropriate product mix for you. Let’s plan!

your risk profile Balanced

Although you try to be safe with your money as far as possible, you are not averse to taking calculated risks. Keeping this in mind, we can suggest an appropriate product mix for you. Let’s plan!

your risk profile Aggresive

You are more open and confident about taking chances even if there are uncertainties. Keeping this in mind, we can suggest an appropriate product mix for you. Let’s plan!

(All you need to do is answer some easy and interesting questions)
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The following questions will help us determine your risk appetite with respect to investing.
On a scale of 1-5, 5 being the highest, how would you rate your knowledge about investments?
On a scale of 1-5, 5 being the highest, how would you rate your knowledge about investments?
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The following questions will help us determine your risk appetite with respect to investing.
What is your primary objective while making investment decisions?
To preserve capital and generate income
To generate moderate capital growth with some income
To generate aggressive capital growth over the long-term
Investments can go up or down in value and experts often say you should be prepared to weather a downturn. By how much could the total value of all your investments go down before you would begin to feel uncomfortable?
10%
20%
30%
If your investments fall by 25% within 3 months of you investing in it, what would be your choice of action?
I would be very concerned because I cannot accept fluctuations in the value of my portfolio
Wait for some more time to see if it stabilizes in next 3 months thereafter will sell it and book losses
I invest for long-term growth and accept temporary declines due to market fluctuations. I may even use this opportunity to invest more
When making an investment, return and risk usually go hand-in-hand. Investments which produce above-average returns are usually of above-average risk. With this in mind, how much of the funds you have available to invest would you be willing to place in investments where both returns and risks are expected to be above average?
Not more than 20%
Between 25% to 50%
More than 50%
How do you rate your willingness to take financial risks?
Not willing to take any risk
Willing to take a moderate level of risk
I understand the risk-return trade-offs and can take higher risks with potential for higher returns
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LUMPSUM MONTHLY INVESTMENT AMOUNT

Risk Profile

  • Conservative

  • Balanced

  • Aggresive

Our Assumptions

Investment Returns Inflation Rate Fixed Deposit
9% 7% 9%
Custom Goal
Years
1
30
`
1
10 Cr
`
0
10 Cr
Total Monthly Investment:
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