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Know your risk profile

Before we suggest any fund, we need to know how much risk is right for you. This short questionnaire looks at three things: how comfortable you are with ups and downs, whether your finances can absorb a fall, and how much risk your goals actually need.

It takes about three minutes. You will see your profile and an indicative equity and debt mix as soon as you submit, and Saurav will use your answers when building your plan.

Your details

Your comfort with risk

How you feel about ups and downs in the value of your investments.

1. How many years have you invested in shares or equity mutual funds?
2. Your portfolio falls 25% over a few months. What would you most likely do?
3. Which statement describes you best?
4. What is the largest temporary fall in your portfolio you could live with?

Your ability to take risk

Whether your finances can absorb a fall without forcing you to sell.

5. How secure is your income?
6. How many months of expenses do you keep aside as an emergency fund?
7. Will you need a large part of this money in the next 3 years (home, education, wedding, loan)?
8. What share of your monthly income goes to EMIs?

Your goals and time frame

How much risk your goals actually need.

9. How long can you stay invested?
10. What is the main purpose of this money?
11. What yearly return do you expect over the long term?
12. If markets are down when your goal arrives, could you wait before withdrawing?

Your details stay with Nurture Capital and are used only to advise you. No spam.

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