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SEBI & AMFI Suitability Assessment

Client Risk Profile Questionnaire

A structured questionnaire to evaluate your risk capacity, investment horizon, and psychological tolerance for market fluctuations to build an optimal wealth portfolio.

Client Risk Profile Questionnaire

FundTech Solutions Advisory Hub | Salt Lake Sector V, Kolkata | ARN-284910

1)

Please select your Age Group.

2)

What is your employment status?

3)

What is the overall time horizon that you have in mind for your investment ?

4)

What is your annual household income?

5)

What is your Liquid Net Worth?

Your liquid net worth is defined as the sum of (a) your investment assets (including balances with bank and investments but exclude your home and businesses that you own) minus (b) your total of any loans that you have.

6)

Which of the following best describes your attitude towards investment risk?

7)

What kind of instruments have you invested in before or are currently invested in?

(Select all instruments you have experience with)

8)

Which of the following statement best describes your attitude if there is an erosion of over 20% in capital invested due to unfavourable market movement?

9)

What would be the risk profile of other family members?

Declaration: I hereby confirm that the responses provided above accurately reflect my financial standing, investment horizon, and risk tolerance. I understand that asset allocation and mutual fund recommendations will be formulated based on this suitability profile in accordance with SEBI / AMFI guidelines.

Assessment Complete

Moderate Growth Profile

Based on your age, financial horizon, income stability, and comfort with market volatility, your profile indicates a balanced appetite for capital growth with risk controls.

62 / 100
Moderate Risk

Recommended Model Asset Allocation

Equity / Growth Assets 55%
Debt / Fixed Income 35%
Gold / Multi-Asset / Alternates 5%
Liquid / Emergency Reserves 5%

Optimal Mutual Fund Strategy Matches

Large Cap Index Funds Flexi Cap Funds Balanced Advantage Funds Corporate Bond / Banking & PSU Funds Sovereign Gold Bond / Gold ETF
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