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Jyoti Financial Path - Investor Risk & Goal Assessment Form
Full Name
*
Mobile / WhatsApp Number
*
Email Address
*
Date of Birth
*
Are your investments linked to specific financial goals?
*
A
Yes
B
No
What is the expected holding period / time horizon for your investments?
*
What kind of returns/risk level do you expect from your investments?
*
A
Upto 8% - Conservative Return, Low-Medium Risk
B
8–10% - Moderate Return, Medium-High Risk
C
10–12% - Market Return, High Risk
D
Above 12% - Aggressive Return, Very High Risk
How would you react if the stock market drops significantly in a short period?
*
A
Panic and exit/sell my investments
B
Stay invested and hold my position
C
View it as an opportunity and invest more
Based on your risk profile and goal assessment, We will analyze your responses and suggest the most suitable mutual fund portfolios.
Submit Assessment
