Assess your investment risk appetite Before investing, it's important to assess how much risk you are willing and able to take. This will help you decide how much of your funds to allocate to each asset class (equity, debt, etc.) and to what extent. Assess your risk using our investment risk analyser and find out how much of your funds you should allocate towards each asset class. 1. How old are you? Up to 25 years 26 to 30 years 31 to 40 years 41 to 55 years 56 to 65 years Above 65 years 2. How many dependants do you have? None One Two More than two 3. How much of your monthly income do you save? Up to 5% 5% to 10% 10% to 25% 26% to 40% More than 40% 4. If your income stops, how long can you sustain? Less than a month One to three months Three to six months Six to nine months Ten months to a year More than a year 5. Are you satisfied with the amount of wealth you have accumulated so far? Yes No 6. Have you got sufficient health insurance? Yes No 7. If you purchase a stock and its price falls the next day, how will you feel? Not concerned Anxious Very anxious Panicky 8. A stock you own sees a steep fall in price. How do you feel? Not concerned Anxious Very anxious Panicky 9. Do you trade in shares? Yes No 10. Do you tend to book losses or continue holding loss-making stocks? Book losses Continue holding the stock Please fill in the comment box below. Time is Up! Time's up Share on FacebookTweet Related By Sharmila I am a finance professional; I educate people on how to manage their finances and invest to grow wealth and fulfil their financial goals. View all of Sharmila's posts.
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