You are planning to buy your Dream House years.
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 1:
Describe your knowledge of investments:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 2:
When you invest your money, you are:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 3:
If the market lost 25% in the last few months, and your
investments
also suffered the same – what would be
your first impulse?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 4:
Have you ever invested in shares or mutual funds? If yes, for how many years?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 5:
To obtain a return of more than what you would receive
as
a bank fixed deposit, you must take risks.
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 6:
How do you react to the idea of investments?
Goal Summary
Future value of your Dream Home
(adjusting for
% inflation)
Number of Years
You Need To Save
Monthly SIP Investment
Required
