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Recent Families
Portfolio Analytics Setup
(one-time, required for fund suggestions)

Run in order: Categorize funds first (fast), then fetch benchmark data, then compute analytics (slow — ~5 min).

Families

Family

Overview
👥 Members
Income & Expenses
Assets & Liabilities
Insurance
Goals
Risk Profile
🏦 Loans
📈 Mutual Funds
📋 Plan
🗓 Meetings

Risk Profile Assessment

Answer all 12 questions honestly. Your advisor will use this to recommend suitable investments. Valid for 1 year from submission.

1
Risk Tolerance
Your willingness to take risk and endure losses
Investment Experience
1
How long have you been investing in Equity / Stocks / Mutual Funds?
Less than 1 year
Around 1–3 years
Around 4–6 years
More than 7 years
Market Fluctuations
2
How do you react to a significant decline (20–40% drop) in your investments?
I would sell all my investments
I would sell some of my investments
I would do nothing and wait
I would buy more at the lower price
Loss Taking Appetite
3
How comfortable are you with taking risks / losses to achieve better returns?
Not comfortable at all
Slightly comfortable
Moderately comfortable
Very comfortable
Portfolio Drops
4
What level of temporary decrease in portfolio value can you tolerate?
Up to −10%
−10% to −25%
−25% to −40%
More than −40%
2
Risk Capacity
Your financial ability to endure potential losses
Income Stability
5
How stable is your current income / job or business?
Very unstable
Somewhat unstable
Stable
Very stable
Emergency Funds
6
How many months of living expenses do you have in an Emergency Fund?
Less than 3 months
Around 3–6 months
Around 6–12 months
More than 12 months
Financial Obligations
7
Do you have near-term financial obligations that may require you to access investments?
Yes, significant obligations
Yes, some obligations
Few obligations
No obligations
Current Investments
8
How would you characterise your current investments?
Mostly safe — FDs, PF, savings accounts
Somewhat safe with some risky investments
Equal mix of safe and risky
Mostly risky — stocks, equity, direct MFs
3
Risk Required
The risk needed to achieve your investment goals
Return Expectations
9
What is your expected annual return on investments?
Less than 6%
Around 6–9%
Around 9–12%
More than 12%
Investment Goals
10
What is your primary investment objective?
Wealth Preservation (keep investments intact)
Wealth Distribution (generate regular income)
Nominal Wealth Creation
Aggressive Wealth Creation
Time Horizon
11
How long do you plan to invest before withdrawing?
Less than 3 years
Around 3–5 years
Around 5–10 years
More than 10 years
Time Flexibility
12
How flexible are you with your investment time horizon?
Not flexible at all
Slightly flexible
Somewhat flexible
Very flexible
Note to Advisor

Share any context your advisor should know — upcoming life events, concerns, or anything that should factor into your plan.

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Your advisor will generate a family financial plan once all data is in.

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