Eight questions, no right answers. The score places you in one of three profiles and the allocation that usually suits it — a prompt for a conversation with yourself, not a verdict.
1. How long before you need most of this money?
2. Your investments fall 25% in three months. You…
3. How steady is your income?
4. How much of your savings is this?
5. What do you expect from investing?
6. Your experience with equity
7. An emergency fund of six months' expenses?
8. Which sentence is closest to you?
Your profile
Answered0 of 8
Answer every question for the profile.Assumptions & formula
Each answer scores 0, 2 or 4; the total out of 32 maps to Conservative (below 40%), Moderate (40–70%) and Aggressive (above 70%), with a typical equity / debt / gold mix for each.
- A short questionnaire of the kind advisers use to open the conversation; it does not know your liabilities, dependants or health cover.
Calculators are for information and planning. Outputs depend on the inputs and assumptions you enter and are not a recommendation to buy, sell or hold any security or product. Streetgains Technologies Private Limited is a SEBI Registered Research Analyst (INH000017082); it is not a loan provider, tax adviser or mutual fund distributor.