Risk Profiling

Before making any investment decisions, it’s important to understand your attitude towards risk. This helps identify an appropriate mix of investments that you are comfortable with. Risk Profiling Tool will help you understand your ability to bear risk and identify the asset classes to match your investment needs.

Your risk appetite is an important factor while choosing the mutual funds scheme/s that fits your goals of growth, stability and timeframe.

  1. A conservative investor's primary objective is to preserve the capital and receive regular income. They have a low tolerance for risk and hence a major chunk of their investment should be allocated to debt or money market mutual funds like income schemes, FMPs, etc.
  2. A moderately aggressive investor is the one who is willing to take controlled risk for moderate returns. Such investors are generally recommended a mix of balanced, income, and index schemes so that they can benefit from a balanced portfolio.
  3. Aggressive investors consider risk as an opportunity and leverage their experience and knowledge to take intelligent financial decisions. The major share of their investment, therefore, goes to growth and equity schemes.
Money Kavdia
www.moneykavdia.com is an online website of Mr. Sushil Kavdia registered vide ARN- 28905 as a MutualFund distributor. The said website is just an electronic presentation of financial planning for self help forinvestors. This site should not be treated as a financial advisory website as we do not charge for any calculation or results produced here. The website do not guarantees any returns or financial goal success by any means.