Financial Risk Meter

Risk Profile Calculator (Please either enter the numeric value in the boxes or use the sliders to select the right amount)

1. What is your Investment horizon? How long can you keep your money invested in the market before needing access to it?

2. The age group you belong to:

3. Would you agree that as your wealth is a part of your family nest and your individual age will not be relevant:

What is the main reason for you investing in the financial markets?

How would you describe your present Income?

6. For how long have you been investing?

How would you react if the value of your single investment fell by more than 30% in any year?

How would you react if the value of your Portfolio fell by more than 15% in any year?

What is the expected return?

10. Investments carrying a higher risk come with a bigger chance of achieving higher returns, but also a bigger chance of incurring substantial losses. Each investor has a different appetite for risk. Suppose you had Rs. 1 crore to invest, which of the following return scenarios would be most attractive to you?

What proportion of your assets would you wish to invest with us in instruments other than risk free deposits?

How would a decline in the value of your total investments with us affect you ?

Submit
Our Risk Profile has identified
you as Conservative

Fulfil your dreams, but understand what kind of investments are right for you based on your risk profile.

What is a Financial Risk Meter?
A financial risk meter is an easy-to-use tool that helps calculate your risk appetite. The Financial Risk Calculator is not designed to tell you where to put your money but to help you better understand what types of investments may interest you. Cautious? Moderate? Ambitious? The portfolio risk calculator most accurately describes your investment risk tolerance. Based on your attitude toward risk, the risk profile calculator aids in your understanding of the types of investments that might be suitable for you.
How to use a Financial Risk Meter?

The Financial Risk Calculator uses a set of questions to gauge what investment style suits you. A few of the questions are:

  1. What degree of investing risk are you willing to take on?
  2. What rate of return are you seeking?
  3. How crucial is inflation protection for your investments?
  4. For how long do you hope to invest?

Once you answer these questions, the Financial Risk Calculator determines your attitude to risk and places you at a level such as a conservative or high-risk taker. The findings from the portfolio risk calculator can be used further to determine where you'd want to invest.

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Frequently Asked
Questions
If you still can’t find your query here, feel free to drop us an email using contact form.
Q1.

The main goal and focus of the Financial Risk Calculator is to assist you in better understanding what kinds of investments might be of interest to you rather than to advise you on where to invest your money. It is a financial tool designed to optimise the risk/return relationship.
Q2.

The financial risk meter assesses your risk appetite by answering specific questions regarding your investment habits like duration of investment, returns expectation, attitude towards risk, etc.
Q3.

Everyone prefers to choose an investment strategy that best meets their financial needs. A financial risk meter helps you understand the risk level you are willing to take and select an investment avenue accordingly. For instance, if you have a low-risk tolerance and don't want to be exposed to market volatility, you will choose investments designed to provide capital protection. If you have a high-risk tolerance level, you can choose investments that offer higher returns, albeit at a higher risk.
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