I. Financial Capacity
1. What is your current age group?
Under 30 (High Capacity)
30 - 45
45 - 55
Above 55 (Capital Preservation)
2. Your primary source of income stability?
Secure Professional Job / Govt Service
Business / Consultancy
Variable Freelance / Commission
Retired / Unstable Income
3. Percentage of monthly income remaining after
expenses?
More than 40%
25% - 40%
10% - 25%
Less than 10%
II. Risk Tolerance (Behavioral)
4. If your portfolio value fell by 20% overnight, what is your
reaction?
Invest more to benefit from lower prices
Do nothing and wait for recovery
Feel very anxious but won't sell
Sell everything to prevent further loss
5. Which statement best describes your investment goal?
Maximize long-term growth even with sharp drops
Steady growth with moderate market swings
Capital safety is more important than high returns
Protect the principal at any cost
6. Past experience with Equity market volatility?
Highly experienced (Invested through crashes)
Somewhat experienced (3-5 years)
Limited experience (1-2 years)
No experience (First time investor)
I understand that equity investments carry market risk and this profile is for planning guidance only.
