FP Questionnaire
Calibrate Your Risk Profile
Three short steps. Result tunes your Action Plan, Goal Velocity, and Rebalancing Hub in real time.
Risk PsychologyAsset MappingGoals & SurplusResult
Risk Psychology
Four questions that capture the friction between your financial capacity and emotional temperament. Used to compute your Risk Score (1–100).
1. The Drawdown Test (Emotional Temperament)
If your long-term portfolio dropped by 20% in 30 days due to global volatility (e.g. oil spikes or geopolitical tension), what is your immediate instinct?
2. The Volatility vs. Return Trade-off (Risk Appetite)
Which investment outcome would you be most comfortable with over a 12-month period?
3. The "Found Money" Logic (Risk Capacity)
If you received an unexpected windfall of ₹5,00,000 today, while the Market Mood is Bearish, how would you deploy it?
4. The Past Experience Anchor
During the last major market correction you experienced, what did you actually do?