Note: This Illustrative financial plan is for financial Goal Calculation & suitability risk profiling purpose only. Full Name *Email Address *Mobile Number *Answer the following questions for Risk Analysis !Have you invested any money in the past? If yes, what has been your experience so far? *I have just started investing and do not have any prior investment experience. I invest mainly in fixed deposits, post office savings. Option B Plus debt-besed mutual funds, monthly income plans and traditional plans.Option B & C Plus equity-based mutual funds and ULIPs.Option B, C & D Plus a mix of equity shares, real estate and derivatives.What percentage of your monthly income is generally available for investment? *< 10%11% - 20%21% - 30%31% - 40%> 41% - Which age group do you belong to? *Over 61 yrs51 to 60 yrs41 to 50 yrs31 to 40 yrs18 to 30 yrsIf you have bought an equity share and its value fell by more than 25%, without any change in the fundamentals of the company. What will you do? *Sell the entire holding.Sell part of the holding to prevent large losses.Maintain current holding and wait and watch further before deciding anything.Increase holding as fundamentals are still good.Buy very aggressively, to lower average buying cost.Which statement best describes your approach as an investor? *I want my investment to be completely safe and I don't mind accepting very low returns for it.I want to preserve my capital in the long term, but I dot't mind taking small risks for little extra returns.I want investment growth in the long run, I don't mind losing part of my principal in the short term. I want very high returns, and I am willing to take some amount of risk.I want my investments to grow substantially and it should earn the highest possible returns.Submit & Proceed
