Complete Financial Profile Assessment - Free Quiz

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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