Wise Financial Services
www.wisefs.in
📊
Know Your
Risk Profile

Get your personalised investment risk profile in 3 minutes — free, confidential, and SEBI-aligned.

⏳ ~3 minutes 🔒 Confidential 13 Questions
Please enter your full name.
Enter a valid 10-digit Indian mobile number.
🔒 Secure & Private 📝 No spam, ever ⚡ Instant result
๐Ÿ“Š
Welcome, Client

Answer 13 quick questions to receive your personalised investment risk profile.

โฑ ~3 minutes ๐Ÿ”’ Confidential 13 Questions
Question 1 of 13
What is your age?
Under 35
35 โ€“ 50
Over 50
Question 2 of 13
What is your primary investment goal?
Wealth Creation
Balanced Growth
Capital Safety
Question 3 of 13
What is your preferred investment duration?
10+ Years
5 โ€“ 10 Years
Below 5 Years
Question 4 of 13
How stable is your income?
High โ€” Very stable
Moderate โ€” Fairly stable
Low โ€” Irregular income
Question 5 of 13
How would you rate your market knowledge?
Good โ€” I follow markets regularly
Average โ€” Basic understanding
Low โ€” I rarely track markets
Question 6 of 13
If markets fall sharply, what would you do?
Invest More โ€” Great opportunity
Wait โ€” Stay put and hold
Sell โ€” Protect my capital
Question 7 of 13
Which portfolio type suits you best?
Equity Heavy โ€” High returns, higher risk
Balanced โ€” Mix of equity & debt
Debt โ€” Safety-first approach
Question 8 of 13
What is your primary source of savings?
Business Income
Salary / Employment
Pension / Fixed Income
Question 9 of 13
What is your current loan situation?
Debt-free โ€” No outstanding loans
Low โ€” Manageable liabilities
High โ€” Significant EMIs
Question 10 of 13
What percentage of income do you save monthly?
30% or more
10% โ€“ 30%
Less than 10%
Question 11 of 13
How many financial dependents do you have?
0 โ€“ 1 Dependents
2 โ€“ 3 Dependents
3 or more Dependents
Question 12 of 13
Do you have adequate life & health insurance?
Yes โ€” Fully covered
Partial โ€” Needs improvement
No โ€” Currently uninsured
Question 13 of 13
Do you have an emergency fund (3โ€“6 months of expenses)?
Yes โ€” Fully in place
Partial โ€” Working on it
No โ€” Not yet