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Risk assessment

Risk Profile Assessment

Before choosing any investment, it helps to know how much risk you can take, and how much you are comfortable taking. Answer 10 quick questions to discover your risk profile.

Question 1 of 10Your ability to take risk
What is your age?

How the score works

  • 10 questions, each scored from 1 (lowest risk) to 4 (highest risk): total score 10 to 40
  • 6 questions measure your ability to take risk; 4 measure your comfort with risk
  • Score bands: 10–16 Conservative · 17–22 Moderately Conservative · 23–28 Moderate · 29–34 Moderately Aggressive · 35–40 Aggressive
  • If the money is needed within 3 years, the profile is capped at Moderately Conservative

Assumptions

  • This is a self-assessment based only on your answers. It is a starting point for a conversation, not a recommendation of any product.
  • Asset mix ranges are indicative and used for discussion only.
  • Your risk profile can change as your age, income, goals and responsibilities change. Reassess it periodically.
  • Your answers stay in your browser and are not stored or sent anywhere unless you choose to share your result.

Scheme rates and rules as on: October–December 2026 quarter. You can change rates in the calculator.

Disclaimer

This assessment is an educational self-evaluation based only on your answers. The risk profile, asset mix ranges and fund categories shown are indicative, are not a recommendation of any specific product, and are not investment advice. Suitability of any investment should be discussed with us before investing. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.

Would you like to discuss your result? Message us on WhatsApp or book a consultation.

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