Risk Profile – SWUJH Financial Services Pvt. Ltd.

1. How old are you?

Above 60 Years

Between 45 – 60 Years

Between 30 – 45 Years

Less than 30 Years

2. If your investment outlook is long-term (more than 5 years), how long will you hold on to a poorly performing portfolio before cashing in?

Not hold and cash in immediately if there is erosion in capital

Will hold for 3 months

Will hold for 6 months

Will hold for one year

Will hold for more than 2 years

3. How many years away is your nearest goal?

Less than 2 Years

Between 2 – 3 Years

Between 3 – 5 Years

Between 5 – 10 Years

Above 10 Years

4. My current and future source of income are

5. Choose your investment preference/Objective

Principal protection

Can consider a loss of 4% if the expected gains are of 10%

Can consider a loss of 8% if the expected gains are of 20%

Can consider a loss of 15% if the expected gains are of 30%

Can consider a loss of 25% if the expected gains are of 50%

6. If a few months after investing, the value of your portfolio goes down due to market decline by 20%, what would you do?

Cut losses and Sell completely. Capital preservation is primary objective

Sell partially and transfer investments to safer asset classes

You would be worried, but would give your investments a little more time

Retain fully, you are OK with volatility and accept decline in portfolio value as a part of investing

Buy more to bring down the average buying price and not bothered by notional losses

7. Voltalie investments usually provide higher returns and tax efficiency. What is your desired balance?

Preferably guaranteed returns, before tax efficiency

Stable returns, minimal tax efficiency

Some variability in returns, some tax efficiency

Moderate variability in returns, reasonable tax efficiency

Unstable but potentially higher returns, maximising tax efficiency

8. How familiar are you with financial markets?

I have no idea about financial markets

I have very basic idea about investing & no experince, I understand the risks and basic investment concepts like diversification

I have a fair knowledge & experience, have invested on my own and understand the risk and return characteristics of different asset classes

I have thorough knowledge & experience with most investment avenues. I have my own investment philosophy

9. Describe your Risk Range. What level of losses and profits you would be comfortable with?

Worst Year = 1% and Best Year = 15 %

Worst Year = -5% and Best Year = 20%

Worst Year = -10% and Best Year = 25%

Worst Year = -15% and Best Year = 30%

Worst Year = -18% and Best Year = 35%

Worst Year = -22% and Best Year = 45%

10. What is the current market value of your net worth ( please consider all your assets & subtract from the total the sum of your debts and liabilities) ?

Less than Rs.50 lakhs

Between Rs.50 lakhs – 1 Crore

Between Rs. 1 Crore – 3 Crore

Between 3 Crores – 5 Crores

More than 5 Crores

Name

Phone

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Risk Profiling

Know your Risk Profile

Would you like to startinvesting with us?

Quick Link

Get In Touch

Would you like to start
investing with us?