🧠 Discover Your Investment Personality – in 60 Seconds!

And see if your current strategy is mathematically aligned with your financial goals.

Which best describes your investment goal?

A

Capital protection and steady income

B

Balanced growth with moderate risk

C

Wealth creation over the long term

Psychology Check: The market crashes 15% tomorrow. Your immediate reaction?

A

I panic and consider withdrawing my money

B

I wait it out patiently

C

I invest more—it’s a buying opportunity

Liquidity Test: When do you absolutely NEED this cash back?

A

3–5 years

B

Less than 3 years

C

5+ years

How important is stability in your portfolio?

A

Extremely important—I don’t want any losses

B

Somewhat important—I can handle mild fluctuations

C

I’m okay with ups and downs for higher growth

If you had ₹10 lakhs, where would you prefer to invest most of it?

A

Fixed Deposits or Debt Mutual Funds

B

A mix of Equity and Debt Funds

C

Equity Mutual Funds or Direct Stocks

Competence Check: How would you rate your market knowledge?

A

I’m a beginner—just getting started

B

I know the basics and keep learning

C

I actively research and make informed decisions

Portfolio Hygiene: How many different Mutual Fund schemes do you currently own?

A

1-4 (Focused)

B

5-10 (Diversified)

C

More than 10 (Collector)

D

I don't know

The 'Free Return' Check: When was the last time you did 'Tax Loss Harvesting' to save taxes?

A

Last Financial Year

B

Never / What is that?

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Analysis Complete. 📉

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