2 — Investment Objectives
Primary Financial Goal *
Select your main goal
Retirement / Financial Independence
Child's Education
Child's Marriage
Home Purchase / Down Payment
Wealth Creation / Long-Term Growth
Tax Saving
Regular Income / Cash Flow
Building an Emergency Fund
Other
Investment Horizon *
Select time horizon
Less than 1 year
1 – 3 years
3 – 5 years
5 – 10 years
More than 10 years
Current Investments (select all that apply)
Select primary asset class
No investments yet
Fixed Deposits / Savings only
Mutual Funds
Direct Equity (Stocks)
PPF / EPF / NPS
Real Estate
Gold / Sovereign Gold Bonds
Mixed portfolio (multiple asset classes)
Monthly Investable Surplus (approximate)
Select range
Below ₹5,000
₹5,000 – 15,000
₹15,000 – 30,000
₹30,000 – 50,000
₹50,000 – 1 lakh
Above ₹1 lakh
Lump Sum Available for Investment
Select range
None currently
Below ₹1 lakh
₹1 – 5 lakh
₹5 – 15 lakh
₹15 – 50 lakh
Above ₹50 lakh
3 — Risk Appetite
If your portfolio dropped 20% in a market correction, you would: *
Select your likely response
Sell everything immediately to stop further loss
Sell some holdings to reduce exposure
Hold and wait for recovery
Buy more — see it as an opportunity
Maximum portfolio loss you could accept in any 12-month period: *
Select tolerance level
0 – 5% (very low — capital preservation priority)
5 – 10% (low — modest growth with safety)
10 – 20% (moderate — balanced approach)
20 – 30% (moderately high — growth-oriented)
30%+ (high — long-term wealth creation, can absorb volatility)
Investment Experience *
Select experience level
No prior investment experience
Beginner — invested in FDs, PPF, or savings schemes only
Some experience — mutual funds or small equity exposure
Moderate — actively tracked markets for 2–5 years
Experienced — managed own equity portfolio for 5+ years
Expected Annual Return from Investments
Select expectation
6 – 8% (FD-like, inflation-beating)
8 – 12% (moderate, balanced portfolio)
12 – 18% (above-market, equity-heavy)
18%+ (aggressive growth — aware of higher risk)
Liquidity Requirement
Select liquidity need
High — may need funds within 6 months
Medium — may need partial funds within 1–2 years
Low — committed for 3–5 years
Very low — long-term horizon, no near-term need
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