Complete Assessment

Complete Financial Profile Assessment

Take our comprehensive 15-question assessment to evaluate your risk tolerance, investment readiness, and financial preparedness. Get personalized recommendations.

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Welcome to Your Complete Financial Assessment

This comprehensive 15-question assessment evaluates your risk tolerance, investment readiness, financial preparedness, and investment goals. Get personalized recommendations based on your complete profile.

✓ Takes only 5-7 minutes to complete
✓ Assess risk tolerance & investment readiness
✓ Get personalized portfolio recommendations
✓ Receive expert guidance from AMFI advisors
Question 1 of 15
What is your primary investment goal?
Safety of principal amount
Regular income and capital preservation
Balanced growth with moderate risk
Wealth creation and high growth
Question 2 of 15
What is your investment time horizon?
Less than 3 years
3-7 years
7-15 years
More than 15 years
Question 3 of 15
Do you have an emergency fund covering 6 months of expenses?
No, I don't have an emergency fund
No, but I'm currently building one
Yes, but only 3-6 months
Yes, I have 6+ months covered
Question 4 of 15
How would you react if your investment dropped 20% in value?
I would panic and sell immediately
I would be very worried and consider selling
I would hold and wait for recovery
I would invest more to buy at lower prices
Question 5 of 15
What is your current debt status?
High debt (credit cards, personal loans)
Moderate debt (home/car loan)
Low debt, manageable EMIs
No debt/debt-free
Question 6 of 15
What percentage of your monthly income can you invest?
Less than 10%
10-20%
20-30%
More than 30%
Question 7 of 15
What is your age group?
Under 30 years
30-45 years
45-60 years
Above 60 years
Question 8 of 15
Do you have adequate insurance coverage (life and health)?
No insurance coverage
Basic health insurance only
Health + basic term insurance
Comprehensive health + adequate term coverage
Question 9 of 15
What is your investment experience level?
Beginner - New to investing
Some experience - Invested in FDs, PPF
Intermediate - Have mutual funds, stocks
Advanced - Active investor with diverse portfolio
Question 10 of 15
Which statement best describes your financial situation?
Living paycheck to paycheck
Stable income, some savings
Comfortable with regular surplus
High income with significant savings
Question 11 of 15
How stable is your income source?
Irregular/freelance income
Job on contract/probation
Permanent employment
Government job/business owner
Question 12 of 15
How many people are financially dependent on you?
None - I'm single with no dependents
1-2 dependents
3-4 dependents
5+ dependents
Question 13 of 15
How important is liquidity (easy access to funds) for you?
Very important - I need quick access
Moderately important
Not very important
Not important - Can lock in long-term
Question 14 of 15
How would you rate your financial knowledge?
Minimal - Need guidance for all decisions
Basic - Understand savings, FDs
Good - Understand mutual funds, stocks
Expert - Well-versed in financial markets
Question 15 of 15
Which investment scenario would you prefer?
Guaranteed 6-7% returns with no risk
8-10% returns with moderate volatility
12-15% returns with higher volatility
18%+ potential returns with significant risk