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Risk assessment profile
Fill out Risk Assessment Profile and let Laurence Paul help you with the best family solution.
3 easy steps
1. What factor is most important for you while choosing an investment?
Highest potential return
Regular income and marginal capital appreciation
Preservation of capital
2. How many dependents do you have? (include children you continue to support, spouse, elderly parents, etc.)
2 to 4
More than 4
3. Approximately what portion of your monthly net income goes towards paying of installments debt (auto loans, credit cards, etc.) other than a home mortgage?
Less than 10%
Between 10% and 25%
Between 20% and 50%
More than 50%
4. In general, how would your best friend describe you as a risk taker?
A real gambler
Willing to take risks after completing adequate research
A real risk avoider
5. You are on a TV game show, and can chose any of the following, which one would you take?
1 year salary
A 50% chance of winning 2 times your one year salary or nothing
A 25% chance of winning 4 times your one year salary or nothing
A 10% chance of winning 10 times your one year salary or nothing
6. How certain are you that your various income sources will continue into the future?
7. Would you borrow money in order to invest it?
No, but I am willing to consider it now
Yes, but I am not prepared to borrow at the moment to invest
8. Suppose you had invested in equity stocks and the equity markets fell by 20%. How would you react?
I would not change this portfolio or I would invest more in this portfolio
I would wait at least one year before changing to a more conservative portfolio
I would at least wait three months before changing to a more conservative portfolio
I would immediately change to a more conservative portfolio
9. In which of the following options have you made the highest investments to date?
Debt mutual funds, bonds
Share, equity funds