Discover the right investment options for your wealth journey

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Investment Risk Assessment

Help us understand your investment preferences

What kind of returns are you expecting from your investments?

7-10%   11-15%   16-20% 21-30%

How much risk are you comfortable taking?

Low Moderate High

Did you know?

Missing out even 3% more returns on a corpus of 1 Cr for 15 successive years would mean 2.7 Cr of missed earnings*
(12% XIRR vs 15% XIRR)

Here are the investment options that may suit you:

Based on your risk profile and expected returns

Profile Summary

Risk Tolerance:
Expected Returns:

Suggested Investment Products

Typical Returns
Risk

Notes

Unrealistic Expectations

Your expected return of 21-30% may be unrealistic for low risk investments. Please consider more moderate expectations.

Need more personalized advice?

Get expert guidance from our experienced funds manager for a customized investment strategy

Did you know?

Missing out even 3% more returns on a corpus of 1 Cr for 15 successive years would mean 2.7 Cr of missed earnings* (12% XIRR vs 15% XIRR)

Basic Information

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Click on 'Schedule a Meeting'

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Personal Information

Name

Contact

Investment Preferences

Risk Tolerance

Expected Returns