Financial Risk Profiling | Legacy Financial Services LLP

1. How long have you been investing in Equity Markets / Stocks / Mutual Funds?

Less than 1 year

Around 1-3 years

Around 4-6 years

More than 7 years

2. How do you usually react to a significant decline in the value of your investments (e.g. 20% to 40% drop)?

I would sell all my investments

I would sell some of my investments

I would do nothing

I would buy more investments at the lower price

3. How comfortable are you with taking Risks / Losses to achieve better returns?

Not comfortable at all

Slightly comfortable

Moderately comfortable

Very comfortable

4. What level of temporary decrease in investment portfolio value can you tolerate?

Minus <10%

Minus 10-25%

Minus 25-40%

Minus >40%

5. How stable is your current income / job or business?

Very unstable

Somewhat unstable

Stable

Very stable

6. How many months of living expenses do you have saved in an Emergency Fund?

Less than 3 months

Around 3-6 months

Around 6-12 months

More than 12 months

7. Do you have any near-term financial obligations that you may have to access your investments?

Yes, significant obligations

Yes, some obligations

Few obligations

No obligations

8. How would you characterise your past and current investments?

Mostly safe investments like FDs, PF etc

Somewhat safe investments & some risky

Equal Combination of safe and risky

Mostly risky investments like stocks and equities

9. What is your expected annual return on your investments to meet your investment objectives?

Less than 6%

Around 6-9%

Around 9-12%

More than 12%

10. What is your primary objective for all investments?

Wealth Preservation (Keep Investments Intact)

Wealth Distribution (Generate Regular Income)

Nominal Wealth Creation (Grow Investments at a Moderate Pace)

Aggressive Wealth Creation (Maximize Long-Term Wealth Growth)

11. How long do you plan to invest before you need to start withdrawing your investments?

Less than 3 years

Around 3-5 years

Around 5-10 years

More than 10 years

12. How flexible are you with investment time horizon i.e. how long can you hold the investments?

Not flexible at all

Slightly flexible with the timeframe

Somewhat flexible with the timeframe

Very flexible with the timeframe

Your Details

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Email Address *

Risk Profiler Quiz

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